# Roland Financial Wealth Management LLC

Roland Financial Wealth Management LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/roland-financial-wealth-management

## Regulatory record

- **CRD number:** 315175
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315175

## About

Industry regulations prohibit endorsements or testimonials for Roland Financial Wealth Management or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services are offered by Roland Financial Wealth Management an Investment Advisor in the State of Pennsylvania. Insurance products and services are offered through Roland Financial, LLC, an affiliated company. Roland Financial Wealth Management and Roland Financial, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Roland Financial Wealth Management are not affiliated companies.

## Questions

### Who runs investment decisions at Roland Financial Wealth Management LLC?

No named individuals or investment committee members have been publicly identified for Roland Financial Wealth Management LLC. The firm has not disclosed its leadership structure.

## Related profiles

- [Pierce Wealth Partners](https://altss.com/profile/pierce-wealth-partners-inc)
- [Valor Wealth Partners](https://altss.com/profile/valor-wealth-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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