MORGANROSEL WEALTH MANAGEMENT, LLC
CRD #291065 SEC #801-112145 HIGHLANDS RANCH, CO 303.647.3801
SEC Registered
Total AUM
$503.3M
Discretionary
$495.1M
Employees
5
Clients
0
Accounts
929
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $503.3M | $495.1M | $8.2M | 5 | 0 |
| Mar 2025 | $503.3M | $495.1M | $8.2M | 5 | 0 |
| Mar 2025 | $503.3M | $495.1M | $8.2M | 5 | 0 |
| Apr 2024 | $409.9M | $409.9M | $0 | 5 | 0 |
| Mar 2024 | $409.9M | $409.9M | $0 | 5 | 0 |
| Feb 2024 | $409.9M | $409.9M | $0 | 5 | 0 |
| Feb 2023 | $316.2M | $316.1M | $117.7K | 5 | 0 |
| Dec 2022 | $330.3M | $304.3M | $26M | 6 | 0 |
| Feb 2022 | $330.3M | $304.3M | $26M | 6 | 0 |
| Feb 2021 | $245.4M | $222.6M | $22.8M | 4 | 6 |
| Nov 2020 | $223.4M | $203.4M | $20M | 5 | 6 |
| Sep 2020 | $223.4M | $203.4M | $20M | 5 | 6 |
| May 2020 | $223.4M | $203.4M | $20M | 4 | 6 |
| May 2020 | $223.4M | $203.4M | $20M | 4 | 6 |
| Feb 2020 | $223.4M | $203.4M | $20M | 4 | 6 |
| Mar 2019 | $186.1M | $171.1M | $14.9M | 4 | 2 |
| Nov 2018 | $187.8M | $173M | $14.8M | 3 | 0 |
| Sep 2018 | $187.8M | $173M | $14.8M | 3 | 0 |
| Apr 2018 | $187.8M | $173M | $14.8M | 3 | 0 |
| Feb 2018 | $187.8M | $173M | $14.8M | 3 | 0 |
| Feb 2018 | $0 | $0 | $0 | 3 | 0 |
| Dec 2017 | $0 | $0 | $0 | 3 | 0 |
| Nov 2017 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$503.3M
Discretionary$495.1M
Non-Disc.$8.2M
Employees5
Clients0
DateMar 2025
Total AUM$503.3M
Discretionary$495.1M
Non-Disc.$8.2M
Employees5
Clients0
DateMar 2025
Total AUM$503.3M
Discretionary$495.1M
Non-Disc.$8.2M
Employees5
Clients0
DateApr 2024
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$316.2M
Discretionary$316.1M
Non-Disc.$117.7K
Employees5
Clients0
DateDec 2022
Total AUM$330.3M
Discretionary$304.3M
Non-Disc.$26M
Employees6
Clients0
DateFeb 2022
Total AUM$330.3M
Discretionary$304.3M
Non-Disc.$26M
Employees6
Clients0
DateFeb 2021
Total AUM$245.4M
Discretionary$222.6M
Non-Disc.$22.8M
Employees4
Clients6
DateNov 2020
Total AUM$223.4M
Discretionary$203.4M
Non-Disc.$20M
Employees5
Clients6
DateSep 2020
Total AUM$223.4M
Discretionary$203.4M
Non-Disc.$20M
Employees5
Clients6
DateMay 2020
Total AUM$223.4M
Discretionary$203.4M
Non-Disc.$20M
Employees4
Clients6
DateMay 2020
Total AUM$223.4M
Discretionary$203.4M
Non-Disc.$20M
Employees4
Clients6
DateFeb 2020
Total AUM$223.4M
Discretionary$203.4M
Non-Disc.$20M
Employees4
Clients6
DateMar 2019
Total AUM$186.1M
Discretionary$171.1M
Non-Disc.$14.9M
Employees4
Clients2
DateNov 2018
Total AUM$187.8M
Discretionary$173M
Non-Disc.$14.8M
Employees3
Clients0
DateSep 2018
Total AUM$187.8M
Discretionary$173M
Non-Disc.$14.8M
Employees3
Clients0
DateApr 2018
Total AUM$187.8M
Discretionary$173M
Non-Disc.$14.8M
Employees3
Clients0
DateFeb 2018
Total AUM$187.8M
Discretionary$173M
Non-Disc.$14.8M
Employees3
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0