# Angelo Roman

> Angelo Roman is a fee-only financial advisor at Roman Wealth Management in Mount Juliet, Tennessee. Roman Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/angelo-roman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Roman Wealth Management
- **Based in:** Mount Juliet, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $34.6M across 116 accounts
- **CRD:** 1989113 (https://adviserinfo.sec.gov/individual/summary/1989113)
- **SEC registration:** Investment adviser representative in PA, TN
- **Exams passed:** Series 63 (1989), Series 65 (2000)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://romanwealth.management

## Frequently asked questions

### Is Angelo Roman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Angelo holds no broker registration, and Roman Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Angelo charge for financial advice?

Angelo's firm, Roman Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Angelo Roman based?

Angelo Roman is based in Mount Juliet, Tennessee.

### Is Angelo Roman registered with the SEC?

Yes. Angelo Roman is registered as an investment adviser representative in PA and TN (CRD 1989113), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Roman Wealth Management manage?

Roman Wealth Management reports $34.6M across 116 accounts in assets under management.

### How do I contact Angelo Roman?

Through Angelo's website, romanwealth.management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1989113): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.