This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-22-2023
- Office Locations
- 1
Office Locations
About Roman Wealth Management, LLC
Roman Wealth Management, LLC is a Mount Juliet, TN RIA focused on retirement planning and family-centered financial strategies for individuals and multigenerational households. Led by Angelo Edward Roman alongside his son Alec, the firm builds investment plans and portfolio construction tailored to client goals. Clients can access accounts through Schwab, and the firm publishes a weekly market update while supporting The Joe Beretta Foundation.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANGELO EDWARD ROMAN
Chief Compliance Officer, Financial Professional, President
- CRD
- #1989113
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,621,798 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,621,798 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing