Roland Financial Wealth Management LLC

RIASEC Registered

Total AUM

$68.7M

Discretionary

$68.7M

100% of AUM

Avg account

$127K

Accounts

540

Employees

Advisory reps

Firm details

Headquarters: Erie, Pennsylvania
CRD number: 315175
Website: rolandfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals90.56%
HNWI7.49%
Pension & Profit Sharing Plans1.18%
Pooled Investment Vehicles0.77%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Roland Financial Wealth Management LLC is an independent, single-owner RIA organized as an LLC that serves both individual & family clients and smaller institutional accounts. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee model includes percentage-of-AUM billing and hourly charges. The firm does not self-identify as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator to external managers in a primary capacity.