Paulette Greenwell
Roffman Miller Wealth Management · Philadelphia, Pennsylvania
Paulette Greenwell is a fee-only financial advisor at Roffman Miller Wealth Management in Philadelphia, Pennsylvania, who holds the CFA credential. Paulette focuses on retirement planning and family wealth transfer. Roffman Miller Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | Roffman Miller Wealth Management |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $3.20B across 1,599 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA, TX · CRD 2703326 |
| Exams passed | Series 65 (1996) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.roffmanmiller.com |
| Profile |
How Paulette's firm compares
- Roffman Miller Wealth Management's average account is about $2.0 million, from its Form ADV (assets managed divided by 1,599 accounts).
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Questions about Paulette
Is Paulette Greenwell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paulette holds no broker registration, and Roffman Miller Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paulette charge for financial advice?
Paulette's firm, Roffman Miller Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Paulette Greenwell based?
Paulette Greenwell is based in Philadelphia, Pennsylvania.
What does Paulette specialize in?
Paulette's specialties include retirement planning and family wealth transfer. Paulette works with pre-retirees, retirees and multi-generational families.
What credentials does Paulette Greenwell hold?
Paulette Greenwell holds the CFA credential.
Is Paulette Greenwell registered with the SEC?
Yes. Paulette Greenwell is registered as an investment adviser representative in PA and TX (CRD 2703326), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Roffman Miller Wealth Management manage?
Roffman Miller Wealth Management reports $3.20B across 1,599 accounts in assets under management.
How do I contact Paulette Greenwell?
Through Paulette's website, www.roffmanmiller.com.
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
- Roffman Miller Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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