ROGERS WEALTH GROUP, INC.

CRD 107409File 801-51602

APPROVED

Retail clients

Custody

Filing as of Mar 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.04B

Above cohort median (national)

Discretionary AUM

$1.01B

Non-discretionary $26.6M

Clients

434

876 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: Mar 22, 1996
Principal office: 1330 SUMMIT AVENUE, FORT WORTH, TX, 76102
Phone: 817-334-0351
Website: HTTP://WWW.ROGERS401K.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.04B
Discretionary AUM: $1.01B
Non-discretionary AUM: $26.6M
Discretionary accounts: 842
Non-discretionary accounts: 34
Total accounts: 876
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	15	$54.5M
Charitable organizations	5	$1.5M
High net worth individuals	214	$399.6M
Banking or thrift institutions	Fewer than 5	$43.1M
Pension and profit sharing plans	Fewer than 5	$2.1M
Individuals (other than high net worth individuals)	197	$537.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.