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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Morganrosel Wealth Management LLC
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|---|---|
| CRD # | 291065 |
| SEC # | 801-112145 |
| CIK # | 0001753218 |
| AUM | $503.3 M (2025-03-19) |
| Employees | 5 (40% Investors, 20% Brokers) |
| Phone | 303-647-3801 |
| Address | 1805 Shea Center Dr Highlands Ranch, CO 80129 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Gold Trust Micro | 9.9 | ||
| Apple Inc | 2.9 | ||
| Microsoft Corp | 2.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 30.2 |
| (b) Individuals (high net worth individuals) | 173 | 429.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 43.1 |
| (n) Other | 0 | 0.0 |
| Total | 929 | 503.3 |
| By Discretionary | ||
| Discretionary | 839 | 495.1 |
| Non-Discretionary | 90 | 8.2 |
| Total | 929 | 503.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 503.3 | |
| Total | 929 | 503.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001753218] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Allegiance Financial Group Advisory Services LLC
✚
|
VA | 0.5 |
|
Mascoma Wealth Management LLC
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NH | 0.5 |
|
BNA Wealth Inc
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SC | 0.5 |
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Paulson Wealth Management Inc
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FL | 0.5 |
|
Capital Advisers Inc
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NC | 0.5 |
|
HT Partners LLC
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|
CT | 0.5 |
|
Keel Capital AB
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|
0.5 | |
|
Three Arch Wealth Management LLC
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|
CA | 0.5 |
|
Westchester Capital Management Inc
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|
NE | 0.5 |
|
Giverny Capital Asset Management LLC
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|
NY | 0.5 |