MORGANROSEL WEALTH MANAGEMENT, LLC

HTTP://WWW.MORGANROSEL.COM HIGHLANDS RANCH, CO Investment Advisor How do I update this listing?

Morganrosel Wealth Management is based out of Highlands Ranch. Morganrosel Wealth Management is a large advisory firm with 200 clients and discretionary assets under management (AUM) of $173,000,000 (Form ADV from 2018-11-29). Their last reported 13F filing for Q4 2018 included $96,628,000 in managed 13F securities and a top 10 holdings concentration of 59.34%. Morganrosel Wealth Management's largest holding is iShares Short Treasury Bond ETF with shares held of 116,917. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 0.89%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MORGANROSEL WEALTH MANAGEMENT, LLC
1805 SHEA CENTER DR, SUITE 420
HIGHLANDS RANCH CO    80126
Country: United States

Business Phone: 303.647.3801
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CO
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 13,916,900
Total Number of Clients: 200
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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MORGANROSEL WEALTH MANAGEMENT, LLC

ownership team - last updated 2018-11-29
Name Title Start Date Direct/Indirect % Ownership
MORGAN, DAVID, BALDWIN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 12/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BH ADVISORS LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2017-12-01
ERIC B. ROSEL REVOCABLE TRUST MANAGING MEMBER 12/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MORGANROSEL WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2017-12-01
ROSEL, ERIC, BENJAMIN TRUSTEE ERIC B. ROSEL REVOCABLE TRUST 05/01/2006 Indirect Other
Fund Name Position direct/indirect start date end date
BH ADVISORS LLC MANAGING MEMBER direct 2017-12-01

MORGANROSEL WEALTH MANAGEMENT, LLC

ownership team - last updated 2018-04-17
Name Title Start Date Direct/Indirect % Ownership
MORGAN, DAVID, BALDWIN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 12/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BH ADVISORS LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2017-12-01
ROSEL, ERIC, BENJAMIN MANAGING MEMBER 12/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BH ADVISORS LLC MANAGING MEMBER direct 2017-12-01

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