Romano Wealth Management

Romano Wealth Management (CRD# 3215) is a financial advisory firm headquartered in Evanston, IL. They manage $1,235,711,134 in 1,978 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
1560 Sherman Avenue, Ste 1300, Evanston, IL 60201
http://www.romanowealth.com
By the Numbers
  • Total Assets Under Management
    1,236
    MILLION
  • Total Number of Accounts
    1,978
    ACCOUNTS
  • Average Account Value
    $624,728
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

AZ, CA, CO, DC, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, NY, OH, OR, SC, TN, TX, UT, VA, WI

Financial Advisors at Romano Wealth Management
No Advisor Found.

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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