ROLAND FINANCIAL WEALTH MANAGEMENT LLC

ROLAND FINANCIAL WEALTH MANAGEMENT LLC of ERIE, PA is an SEC-registered investment adviser (CRD 315175). Regulatory assets under management: $68.7M.

Registration

• CRD: 315175
• Type: Registered investment adviser
• Location: 3250 WEST LAKE ROAD, ERIE, PA, 16505
• Phone: 814-833-2999
• Latest filing: 2026-08-04
• Regulatory AUM: $68.7M
• Discretionary AUM: $68.7M
• Clients: 4
• Accounts: 540

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315175 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search