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ROGERS WEALTH GROUP, INC.

FORT WORTH, TX · CRD 107409 · IAPD ↗ · rogers401k.com · 817-334-0351

$1.04BRegulatory AUM
6Advisory reps
21Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — ROGERS WEALTH GROUP, INC. crossed $1B in regulatory AUM ($960.8M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.