Roncancio Wealth Management, Inc.

Roncancio Wealth Management, Inc. (CRD# 171780) is a financial advisory firm headquartered in Phoenix, AZ. They manage $12,100,000 in 85 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $142,353
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Roncancio Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Taylor Roncancio
CRD#: 6000081
2600 N. 44th St., Ste 210 Bldg B, Phoenix, AZ 85008
90
Wealthminder
score

Taylor Roncancio (CRD# 6000081) is an Investment Advisor Representative working at Roncancio Wealth Management, Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.

2
Nicholas A. Routzahn
CRD#: 6436161
2600 N. 44th St., Ste 210 Bldg B, Phoenix, AZ 85008
88
Wealthminder
score

Nicholas Routzahn (CRD# 6436161) is an Investment Advisor Representative working at Roncancio Wealth Management, Inc. in Phoenix, AZ and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.