Laura Hartman
Rosenberg Wealth Advisors · Beverly Hills, Michigan
Laura Hartman is a fee-only financial advisor at Rosenberg Wealth Advisors in Beverly Hills, 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 | Beverly Hills, 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 7830306 |
| Exams passed | Series 66 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.rwealthadvisors.com |
How Laura'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 Laura
Is Laura Hartman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laura 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 Laura charge for financial advice?
Laura's firm, Rosenberg Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Laura Hartman based?
Laura Hartman is based in Beverly Hills, Michigan.
Is Laura Hartman registered with the SEC?
Yes. Laura Hartman is registered as an investment adviser representative in MI (CRD 7830306), 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 Laura Hartman?
Through Laura'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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