Rofi provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and insurance.
Rofi reports 161 clients. They include 83 high-net-worth individuals, 73 individual clients, and 5 corporations and other businesses. Of its assets, 100.0% ($231M across 446 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 45% | 6% |
| High-net-worth individuals | 52% | 87% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 3% | 6% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 73 | $15M | 6.5% | $205K |
| High-net-worth individuals | 83 | $200M | 86.7% | $2.41M |
| Pension and profit-sharing plans | Fewer than 5 | $210K | 0.1% | — |
| Charitable organizations | Fewer than 5 | $1.22M | 0.5% | — |
| Corporations and other businesses | 5 | $14.3M | 6.2% | $2.86M |
| Total | 161 | $231M | 100% | — |
- Clients
- 73
- Regulatory AUM
- $15M
- AUM share
- 6.5%
- Avg. per client
- $205K
- Clients
- 83
- Regulatory AUM
- $200M
- AUM share
- 86.7%
- Avg. per client
- $2.41M
- Clients
- Fewer than 5
- Regulatory AUM
- $210K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.22M
- AUM share
- 0.5%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $14.3M
- AUM share
- 6.2%
- Avg. per client
- $2.86M
Total
- Clients
- 161
- Regulatory AUM
- $231M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Rofi charges 0.20%–1.50% a year for its Wealth Management. The fee is billed in advance and is negotiable.
Fee details and sources
JSR Opco Holdings LLC owns 75% or more of Rofi and is in turn owned by Jordan Rosenberg (75% or more). The leadership team of Rofi includes Chief Compliance Officer Daniel Rosenberg. It has 5 employees, 2 of them in advisory roles.
Leadership
- Daniel RosenbergManaging Partner and Chief Compliance Officer
- Jordan RosenbergManaging Partner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Rofi LLC
JSR Opco Holdings LLC
Control person · since March 2026
- Owns 75% or more of JSR Opco Holdings LLC
Jordan Rosenberg
Control person · since March 2026
- Owns 25% to 50% of Rofi LLC
DBR Launch LLC
Control person · since January 2026
- Owns 75% or more of DBR Launch LLC
Daniel Rosenberg
Control person · since January 2026
Besides its headquarters, Rofi has 2 offices (2 private residences, listed without an address), with 1 listed address in Michigan.
Michigan · 1 listed address
- 187 South Old Woodward Avenue, Suite 208, BirminghamHQ
Contact and registration details
- Legal name
- Rofi LLC
- Headquarters
- 187 South Old Woodward Avenue, Suite 208, Birmingham, MI 48009
- Website
- rwealthadvisors.com
- Phone
- 248-325-5500
- @rosenbergwealth
- SEC file
- 801-135563
- Founded
- 2026
- Structure
- Michigan LLC
- Fiscal year end
- December
Rofi uses Charles Schwab ($231M) as custodian for its separately managed accounts. Rofi has custody of $201M in client assets for 109 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $231M100%
At year end, Rofi’s separately managed accounts were largely in funds (49%) and stocks (38%).
What the accounts hold
- Stocks38%
- Exchange-traded equities37%
- Non-exchange-traded equities1%
- Funds49%
- Bonds8%
- U.S. government and agency bonds7%
- State and local bonds1%
- Cash5%
How many clients does Rofi have?
Rofi has 161 clients and manages $231 million for them, as of July 2026. They include 83 high-net-worth individuals, 73 individual clients, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026
What services does Rofi offer?
Rofi provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Rofi charge?
Rofi charges 0.20%–1.50% a year for its Wealth Management. The fee is billed in advance and is negotiable.
Which custodians does Rofi use?
Rofi’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $231M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026
How many financial advisors does Rofi have?
Rofi has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Rofi invest in?
At the end of its last fiscal year, Rofi’s separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 37% exchange-traded equities, 7% U.S. government and agency bonds, 5% cash and equivalents, 1% non-exchange-traded equities and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Rofi?
Rofi is owned through holding companies by Daniel Rosenberg and Jordan Rosenberg. Its direct owners are DBR Launch LLC (25% to 50%) and JSR Opco Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 July 2026
How does Rofi get paid?
Rofi is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Rofi?
Rofi’s main office is at 187 South Old Woodward Avenue, Suite 208, Birmingham, MI 48009. Its phone number is 248-325-5500. Its website is rwealthadvisors.com.