ROSEL WEALTH MANAGEMENT, LLC

CRD 291065File 801-112145

APPROVED

Retail clients

Custody

Filing as of Apr 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$630.2M

Above cohort median (national)

Discretionary AUM

$619.1M

Non-discretionary $11.1M

Clients

317

971 accounts

Employees

Above cohort median in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Dec 15, 2017
Principal office: 1805 SHEA CENTER DR, SUITE 420, HIGHLANDS RANCH, CO, 80129
Phone: 303.647.3801
Website: https://www.youtube.com/channel/UCZlVA6l1JMMc5--1dslnByw?reload=9

Assets & accounts

ADV Item 5F

Total regulatory AUM: $630.2M
Discretionary AUM: $619.1M
Non-discretionary AUM: $11.1M
Discretionary accounts: 872
Non-discretionary accounts: 99
Total accounts: 971
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$29.8M
Charitable organizations	Fewer than 5	$557K
High net worth individuals	178	$558.9M
Individuals (other than high net worth individuals)	139	$40.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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.