RIA Intel›Advisers›Pennsylvania›ROLAND FINANCIAL WEALTH MANAGEMENT LLC

ROLAND FINANCIAL WEALTH MANAGEMENT LLC

Advisory

ERIE, PA

Data as of Aug 4, 2026 · Source: SEC Form ADV

Rank in PA
#961
of 1,528 advisers by AUM
Average account
$127K
across 540 accounts
AUM per adviser
$34M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 4, 2026.

Total AUM
$69M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$69M
Discretionary AUM$69M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients346
Team
Total Employees4
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InPA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

GURNIAK FINANCIAL ADVISORS, INC.
ALLENTOWN, PA
$69M
WEXFORD WEALTH ADVISORS LLC
WEXFORD, PA
$69M
GOODSTEIN & ASSOCIATES, LLC
FORT WASHINGTON, PA
$68M
0.0% 1Y
SAPIENT INVESTMENTS LLC
$69M
LANCASTER COUNTY FINANCIAL GROUP, LLC
LANCASTER, PA
$69M
INNOVATOR MANAGEMENT LLC
PHILADELPHIA, PA
$68M
-26.2% 1Y

Get the full picture on ROLAND FINANCIAL WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ROLAND FINANCIAL WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans