MorganRosel

EST. AUM
$630,237,813

CONTACTS
2

CLIENT ACCOUNTS
971

Firm Details

Metro area Denver
CRD Number 291065
Website morganrosel.com
Client types

Overview

Morgan Rosel Wealth Management, LLC is a fiduciary, fee-only Registered Investment Adviser based in Highlands Ranch, Colorado, serving high-net-worth individuals and families with over $1 million in investable assets . Founded by seasoned advisors from Wall Street and large financial institutions, they crafted a boutique, family-office style practice inside the Denver–metro area, extending services nationally in select states.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

MorganRosel

Platform Details

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