Angelo Roman
Roman Wealth Management · Mount Juliet, Tennessee
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.
Request an introduction to Angelo →
Facts
| Firm | Roman Wealth Management |
|---|---|
| Based in | Mount Juliet, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $34.6M across 116 accounts |
| SEC registration | Investment adviser representative in PA, TN · CRD 1989113 |
| Exams passed | Series 63 (1989) · Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | romanwealth.management |
How Angelo's firm compares
- Roman Wealth Management's average account is about $298,000, from its Form ADV (assets managed divided by 116 accounts).
Request an introduction to Angelo
Tell Angelo a little about what you're looking for. Angelo isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Angelo
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.