Roman Wealth Management, LLC

Roman Wealth Management, LLC (CRD# 325020) is a financial advisory firm headquartered in , . They manage $24,310,000 in 116 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://romanwealth.management
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $209,569
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA, TN

Financial Advisors at Roman Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Angelo Roman, financial advisor Mount Juliet TN
Angelo E. Roman
CRD#: 1989113
Mount Juliet, TN

Angelo Roman (CRD# 1989113) is an Investment Advisor Representative working at Roman Wealth Management, LLC in Mount Juliet, TN and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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