Financial ServicesWealth ManagementActiveVerified

Rosales Wealth Group

Donato Rosales, Principal

Rosales Wealth Group is an independent financial planning and investment management firm based in Shelton, Connecticut. The site describes tax-efficient wealth management with fiduciary duty and Schwab custody, and lists Donato Rosales as a principal. Contact information includes a Shelton address and multiple phone numbers.

Filed November 9, 2025 · Watertown, CT · Litchfield County

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Source

Connecticut Secretary of the State (business.ct.gov) · Entity 3320351 · Retrieved July 26, 2026

Search the registry for 3320351 ›JSON record ›

About Rosales Wealth Group

Rosales Wealth Group LLC filed in Connecticut on November 9, 2025, as a wealth management firm. Owner Donato Rosales registered the domain on July 2, 2025, 130 days before filing, via Squarespace Domains. The modern website confirmed the company's identity. We estimate revenue between $100K and $1M and 1 to 5 employees. The business has a brick-and-mortar footprint. No annual report or EIN on file yet.

  • Domain registered 130 days before the company filed.
  • Website confirmed the company's identity.
  • We estimate revenue between $100K and $1M and 1 to 5 employees.
  • Brick-and-mortar footprint.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 12 new businesses registered in Watertown in November 2025, and the only financial services business registered there that month.

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Filing Details

Entity NameRosales Wealth Group LLC
Entity TypeLLC
Entity Number3320351
Filing DateNovember 9, 2025
Principal AddressLocked
City / State / ZipWatertown, CT 06795-1365
CountyLitchfield
TimezoneEastern (ET)
EIN on FileNo
WebsiteYes · domain registered 130 days before filing · registrar Squarespace Domains
Website BuildModern
Annual ReportNot yet filed
Estimated Revenue$100K-$1M (estimate)
Estimated Employees1-5 (estimate)
FootprintBrick and mortar (estimate)
First Recorded by DayOneLeadJuly 26, 2026 (259 days after filing)

Verified Business Profile

SubcategoryWealth Management

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Officers / Authorized Persons

D
Donato Rosales
Principal
Address locked

Frequently Asked Questions

When was Rosales Wealth Group registered?

Rosales Wealth Group was registered as LLC on November 9, 2025 in Connecticut.

Where is Rosales Wealth Group located?

Rosales Wealth Group is based in Watertown, CT, 06795-1365, in Litchfield County.

What type of business is Rosales Wealth Group?

Rosales Wealth Group is classified as a financial services business (wealth management).

Does Rosales Wealth Group have an EIN on file?

No EIN was found on file for Rosales Wealth Group at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

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