SEC Form ADV · CIK 1213968

ELIOT ROSE WEALTH MANAGEMENT, LLC

Firm profile: Eliot Rose Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserRI

$186.3M

Assets Under Management

400

Total Clients

Employees

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Registration Details

CIK: 1213968
Accession: CRD-120465
Location: PROVIDENCE, RI
Filing Date: February 11, 2026
AUM: $186.3M
Total Clients: 400
Employees: 4
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

ELIOT ROSE WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in PROVIDENCE, RI, managing approximately $186.3M in assets across 400 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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