RIA Intel›Advisers›Tennessee›ROMAN WEALTH MANAGEMENT, LLC

ROMAN WEALTH MANAGEMENT, LLC

Advisory

TN

Data as of Mar 11, 2026 · Source: SEC Form ADV

Average account

$298K

across 116 accounts

AUM per adviser

$35M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$35M

Discretionary AUM$35M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients80

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA, TN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

80 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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