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ROMANO WEALTH MANAGEMENT

EVANSTON, IL · CRD 3215 · IAPD ↗ · romanowealth.com · 847-866-7700

$1.54BRegulatory AUM
9Advisory reps
16Employees
0Clients
26-50Planning clients
0Private funds
28States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
March 2026 — ROMANO WEALTH MANAGEMENT notice-filed in MA, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
December 2025 — ROMANO WEALTH MANAGEMENT notice-filed in NJ, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
November 2024 — ROMANO WEALTH MANAGEMENT notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2024 — ROMANO WEALTH MANAGEMENT shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.