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| Eliot Rose Wealth Management LLC
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|---|---|
| CRD # | 120465 |
| SEC # | 801-121354 |
| CIK # | 0001213968 |
| AUM | 186.3 M (2026-02-11) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 401-588-5102 |
| Address | 10 Dorance Street Providence, RI 02903 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Tapestry Investment Partners LP | 2012-03-31 | 25.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 40.7 |
| (b) Individuals (high net worth individuals) | 53 | 145.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 400 | 186.3 |
| By Discretionary | ||
| Discretionary | 400 | 186.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 400 | 186.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.3 | |
| Total | 400 | 186.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13G | [0001213968] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 11 |
| Serves | Retail |
| Fund Types | Hedge Fund |
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