Roman Wealth Management, LLC

Overview

Roman Wealth Management, LLC is an independent registered investment adviser that focuses on discretionary portfolio management and financial planning for individuals, families and small businesses. The firm runs asset-weighted, fee-based relationships and shows a clear preference for equity-oriented strategies—particularly exchange-traded instruments—when building client portfolios. Roman Wealth Management does not position itself as an ESG-focused manager, and its services are concentrated rather than spread across multiple states. The firm’s business model centers on personalized portfolio management rather than broad-scale capital allocation or pension consulting. Advisory services emphasize tailored planning paired with discretionary management, suggesting the team implements model or customized equity allocations for clients rather than acting as a multi-manager allocator to outside alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices