Investment adviser · CRD 331736

LEGACY PRIVATE CLIENT SERVICES

Investment adviser filing (IA)

ROSEN GROUP PRIVATE WEALTH MANAGEMENT, LLC

POINTE-CLAIRE. QC, Canada · Form ADV filed Sep 30, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 30, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

1 HOLIDAY AVENUE, EAST TOWER, SUITE 305
POINTE-CLAIRE. QC, H9R 5N3, Canada

CRD 331736

Filing source

Form ADV 2133568 · Sep 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.