MORGANROSEL WEALTH MANAGEMENT, LLC

1805 Shea Center Dr
Suite 420
Highlands Ranch, Colorado 80129
Tel: 303.647.3801

About MORGANROSEL WEALTH MANAGEMENT, LLC

MORGANROSEL WEALTH MANAGEMENT, LLC, formally registered with the SEC as MORGANROSEL WEALTH MANAGEMENT, LLC. The firm was established in 12/15/2017. They have over 1 offices throughout the country.

MORGANROSEL WEALTH MANAGEMENT, LLC is a Highlands Ranch, Colorado based Financial Planning firm with nearly $409,864,243 assets under management, offering retirement planning & investment advisory services to 868 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291065
SEC#	801-112145
Assets Managed by Firm	$409,864,243
No. of Clients	868
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	868	$409,864,243
Individuals (other than high net worth individuals)	176	$32,079,551
High net worth individuals	165	$334,284,216
Charitable organizations	Fewer than 5 clients	$2,461,369
Corporations or other businesses	Fewer than 5 clients	$41,039,107

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