LP Profile

Romano Wealth Management

Multi Family Office (MFO)Evanston, United States
$1.0B
Assets Under Management
Evanston
Headquarters
Investment Focus

About Romano Wealth Management

For over 50 years, Romano Wealth Management has provided sound investment management services to our valued clients, supervising over $1 Billion in assets.We've been investing your money since 1962. Nothing hones one's investment acumen like having your own money on the line, so that's why we're co-invested with you. Because the most attractive investment opportunities are rare, when one arises we use it across our client spectrum and in our own profit sharing and personal accounts as well. Simply put, we seek ideas for our clients that we'd use in our own portfolios.Romano Wealth Management serves individuals, corporations, foundations, and trusts with investments in common stocks, tax exempt bonds, government securities, corporate bonds, and exchange traded funds (ETFs).

Preferred Investment Types

Investment FundsJoint Venture/PartnerPrivate EquityVenture Capital - Early StageVenture CapitalDirect Investing

Preferred Sectors & Themes

Debt ManagementEquity/Mutual FundsETFsInvestment ManagementLegal & Tax ServicesRetirement PlanningStartups & ManagementTrust ManagementWealth & Estate PlanningFinanceFinancial ServicesTraditional Investments (Liquid Assets)Alternative Investments

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Romano Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.5B
Total Clients
2,078
Filing Date
February 19, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Romano Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Romano Wealth Management?

Romano Wealth Management is a multi family office (mfo) based in Evanston, United States, managing approximately $1.0B in assets.

Where is Romano Wealth Management headquartered?

Romano Wealth Management is headquartered in Evanston, United States.

How much does Romano Wealth Management manage?

Romano Wealth Management manages approximately $1.0B in assets under management.

What does Romano Wealth Management invest in?

Romano Wealth Management focuses on Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital - Early Stage, Venture Capital, Direct Investing, Debt Management, Equity/Mutual Funds.

How can I contact Romano Wealth Management?

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