Roseman Wealth Advisors
Financial Services • 
Tyler, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 3300 South Broadway, Suite 102, Tyler, TX 75701, US |
| Phone number | +19037473911 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Key Contacts at Roseman Wealth Advisors
Alan Roseman
Owner
Chris Langford Chfc
Owner
Roseman Wealth Advisors Email Formats
Roseman Wealth Advisors uses 2 email formats. The most common is {first initial} (e.g., j@rosemanwealth.com), used 88.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@rosemanwealth.com | 88.9% |
{first name} | john@rosemanwealth.com | 11.1% |
About Roseman Wealth Advisors
Wealth has purpose. Roseman Wealth Advisors exists to help individuals and families realize and fulfill that purpose. Within the context of building long term caring relationships, we strive to awaken in ourselves and in our clients a profound spirit of generosity, one which embraces the truth that worldly resources are temporal unless they are stewarded for eternal impact. To that end, we dedicate ourselves each day to the joyful work of leading our clients to PLAN well financially, so they can LIVE life abundantly and GIVE lavishly of themselves. We offer comprehensive financial planning and investment advisory services for mid to high net worth families and corporate retirement plans. Our team-based, high-touch, interactive client service model is unique in our industry and fosters deep, trusting relationships with our clients. Email us at: info@rosemanwealth.com 3300 S Broadway Ave Suite 102 Tyler, TX 75701 903-747-3911 Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Roseman Wealth Advisors. http://www.finra.org and http://www.sipc.org Disclosures: www.kestrafinancial.com/disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Investment Services, LLC (Kestra IS) Compliance Department at 737-443-7101.
Roseman Wealth Advisors revenue & valuation
| Annual revenue | $3,022,445 |
| Revenue per employee | $303,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Roseman Wealth Advisors has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Roseman Wealth Advisors has never raised funding before.
Roseman Wealth Advisors Tech Stack
Discover the technologies and tools that power Roseman Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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