ROMANO WEALTH MANAGEMENT
  • ROMANO WEALTH MANAGEMENT
  • ROMANO BROTHERS & CO.
  • ROMANO BROTHERS AND COMPANY

Adviser Profile

As of Date 02/19/2026
Registration SEC, Approved, 05/23/1986
ADV Location EVANSTON, IL, United States
Contact Info 847 xxxxxxx
Websites
AUM* 1,539,768,041 25%
of that, discretionary 1,539,768,041 25%
Number of Employees 16 7%
of those in investment advisory functions 9 29%
Private Fund GAV* 0
Avg Account Size 740,986 19%
% High Net Worth 49.33% 5%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

2B 1B 1B 880M 660M 440M 220M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name RYAN & JURASKA LLP Filing Date01/23/2026 Form ADV-E View Report
Accounting Firm Name RYAN & JURASKA LLP Filing Date10/25/2024 Form ADV-E View Report
Accounting Firm Name RYAN & JURASKA LLP Filing Date07/31/2023 Form ADV-E View Report

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