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ROLAND FINANCIAL WEALTH MANAGEMENT LLC
CRD 315175
3910 CAUGHEY RD, SUITE 140, ERIE, PA, 16506, United States
Phone
814-833-2999
Fax
877-335-8775
Registration
— (—)
Source
State registered
Total AUM
$68.7M
Discretionary AUM
$68.7M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 336 | $62.2M |
| High net worth individuals | 4 | $5.2M |
| Pooled investment vehicles | 1 | $527K |
| Pension/profit sharing plans | 5 | $812K |
All web addresses on file
Official SEC filing: View on IAPD