Raman Ghei
Tower View Wealth Management · Shorewood, Wisconsin
Raman Ghei is a fee-only financial advisor at Tower View Wealth Management in Shorewood, Wisconsin, who holds the CFA credential. Raman focuses on retirement planning, estate & legacy planning and family wealth transfer. Tower View Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | Tower View Wealth Management |
|---|---|
| Based in | Shorewood, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $317.9M across 209 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, FL, IL, MN, NH, TX, WI · CRD 1530677 |
| Exams passed | Series 63 (1986) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.tower-view.com |
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Questions about Raman
Is Raman Ghei a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raman holds no broker registration, and Tower View Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raman charge for financial advice?
Raman's firm, Tower View Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Raman charge?
According to Tower View Wealth Management's website, checked October 30, 2026: no asset minimum.
Where is Raman Ghei based?
Raman Ghei is based in Shorewood, Wisconsin.
What does Raman specialize in?
Raman's specialties include retirement planning, estate & legacy planning and family wealth transfer. Raman works with early-career professionals, pre-retirees, retirees and multi-generational families.
What credentials does Raman Ghei hold?
Raman Ghei holds the CFA credential.
Is Raman Ghei registered with the SEC?
Yes. Raman Ghei is registered as an investment adviser representative in CA, FL, IL, MN, NH, TX and WI (CRD 1530677), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tower View Wealth Management manage?
Tower View Wealth Management reports $317.9M across 209 accounts in assets under management.
How do I contact Raman Ghei?
Through Raman's website, www.tower-view.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
- Tower View 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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