Jordan Rosenberg
Rosenberg Wealth Advisors · West Bloomfield, Michigan
Jordan Rosenberg is a fee-only financial advisor at Rosenberg Wealth Advisors in West Bloomfield, Michigan. Rosenberg Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Rosenberg Wealth Advisors |
|---|---|
| Based in | West Bloomfield, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $231.0M across 446 accounts |
| SEC registration | Investment adviser representative in MI · CRD 5538189 |
| Exams passed | Series 66 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.rwealthadvisors.com |
How Jordan's firm compares
- Rosenberg Wealth Advisors's average account is about $518,000, from its Form ADV (assets managed divided by 446 accounts).
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Questions about Jordan
Is Jordan Rosenberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Rosenberg Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jordan charge for financial advice?
Jordan's firm, Rosenberg Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Jordan Rosenberg based?
Jordan Rosenberg is based in West Bloomfield, Michigan.
Is Jordan Rosenberg registered with the SEC?
Yes. Jordan Rosenberg is registered as an investment adviser representative in MI (CRD 5538189), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rosenberg Wealth Advisors manage?
Rosenberg Wealth Advisors reports $231.0M across 446 accounts in assets under management.
How do I contact Jordan Rosenberg?
Through Jordan's website, www.rwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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