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Wealth Manager • West Warwick, United States

Eliot Rose Wealth Management

Eliot Rose Wealth Management is a wealth manager based in West Warwick, United States, founded in 2002. Verified contact details, AUM data, and investment preferences on FindLPs.

$170M
Assets Under Mgmt
2002
Year Founded
Wealth Manager
Investor Type
West Warwick, United States
Headquarters
About

Eliot Rose Wealth Management

Eliot Rose Wealth Management is a fee-only financial planner located in East Greenwich, RI serving clients locally and around the country. We provide Financial planning and Investment management services to clients.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.