LP Profile

Eliot Rose Wealth Management

Also known as eliot rose wealth

Wealth ManagerWest Warwick, United StatesFounded 2002
$170M
Assets Under Management
West Warwick
Headquarters
Investment Focus

About Eliot Rose Wealth Management

Eliot Rose Wealth Management is a fee-only financial planner located in East Greenwich, RI serving clients locally and around the country. We provide Financial planning and Investment management services to clients.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Eliot Rose Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$186.3M
Total Clients
400
Filing Date
February 11, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Eliot Rose Wealth Management?

Eliot Rose Wealth Management is a wealth manager based in West Warwick, United States, managing approximately $170M in assets.

Where is Eliot Rose Wealth Management headquartered?

Eliot Rose Wealth Management is headquartered in West Warwick, United States.

How much does Eliot Rose Wealth Management manage?

Eliot Rose Wealth Management manages approximately $170M in assets under management.

When was Eliot Rose Wealth Management founded?

Eliot Rose Wealth Management was founded in 2002.

How can I contact Eliot Rose Wealth Management?

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