← Tributary

ROSEL WEALTH MANAGEMENT, LLC

HIGHLANDS RANCH, CO · CRD 291065 · IAPD ↗ · 303.647.3801

$630.2MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — ROSEL WEALTH MANAGEMENT, LLC reported RAUM up 25% ($503.3M -> $630.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
February 2026 — ROSEL WEALTH MANAGEMENT, LLC changed its website from morganrosel.com to roselwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
February 2026 — MORGANROSEL WEALTH MANAGEMENT, LLC is now doing business as ROSEL WEALTH MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
December 2025 — MORGANROSEL WEALTH MANAGEMENT, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — MORGANROSEL WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($409.9M -> $503.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2024 — MORGANROSEL WEALTH MANAGEMENT, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2024 — MORGANROSEL WEALTH MANAGEMENT, LLC reported RAUM up 30% ($316.2M -> $409.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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