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ROMANO WEALTH MANAGEMENT
ROMANO BROTHERS AND COMPANY
CRD 3215 · SEC 801-27061
1560 SHERMAN AVENUE, STE 1300, EVANSTON, IL, 60201, United States
Phone
847-866-7700
Fax
847-866-7054
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.54B
Discretionary AUM
$1.54B
Team
16 total employees; 9 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 456 | $185.0M |
| High net worth individuals | 478 | $1.26B |
| Pension/profit sharing plans | 13 | $23.5M |
| Charitable organizations | 16 | $50.7M |
| Corporations/business entities | 6 | $19.1M |
States served
AZ, CA, CO, DC, GA, IL, IN, IA, LA, MD, MA, MI, MN, NJ, NY, NC, OH, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD