ELIOT ROSE WEALTH MANAGEMENT, LLC

1300 Division Road
Suite 301
West Warwick, Rhode Island 02893
Tel: (401) 588-5103

About ELIOT ROSE WEALTH MANAGEMENT, LLC

ELIOT ROSE WEALTH MANAGEMENT, LLC, formally registered with the SEC as ELIOT ROSE WEALTH MANAGEMENT, LLC. The firm was established in 07/02/2021. They have over 2 offices throughout the country.

ELIOT ROSE WEALTH MANAGEMENT, LLC is a West Warwick, Rhode Island based Financial Planning firm with nearly $125,533,216 assets under management, offering retirement planning & investment advisory services to 352 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120465
SEC#	801-121354
Assets Managed by Firm	$125,533,216
No. of Clients	352
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	352	$125,533,216
Individuals (other than high net worth individuals)	117	$41,792,016
High net worth individuals	39	$83,741,200

More Retirement Planning firms in West Warwick, Rhode Island:

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FIAM LLC 900 Salem Street Smithfield, RI, 02917	$219,221,467,379	605	168
PROVIDENCE EQUITY PARTNERS L.L.C. 50 Kennedy Plaza 18th Floor Providence, RI, 02903	$24,631,658,238	40	143
CITIZENS SECURITIES, INC. One Citizens Bank Way, Jcb135 Johnston, RI, 02043	$9,188,004,183	53044	418
NAUTIC PARTNERS, LLC 50 Kennedy Plaza, 17th Floor Providence, RI, 02903-2393	$7,825,588,486	19	70
PARSONS CAPITAL MANAGEMENT INC 40 Westminster Street Ste 400 Providence, RI, 02903	$1,879,594,055	1833	21

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