Romano Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Evanston, IL. Its latest Form ADV filing, dated February 19, 2026, reports $1.5B in regulatory assets under management, 16 employees, and 2,078 accounts.
Assets Under Management
$1.5B
Employees
16
Offices
--
Total Clients
969
Primary office
EVANSTON, IL
1560 SHERMAN AVENUE, STE 1300, EVANSTON, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.3% of total clients.
Top client categories% of clientsClients
1
HNWI
49.3%
478
2
Individuals
47.1%
456
3
Charitable
1.7%
16
4
Pension Plans
1.3%
13
5
Corporations
0.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of February 19, 2026
Discretionary100.0%
$1.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.5B
Total Accounts2,078
10Y AUM Change+$777M (+101.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee61:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.