Ashley
Romiti
Arkadios Wealth Advisors
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About this Advisor
Ashley Romiti is a financial advisor based in San Juan Capistrano, California, working with Arkadios Wealth Advisors. Ashley has previously held positions at Topside Real Estate, Verada, Vantis Capital, Simple Recovery, Sequoia Deployment Services, Marcus And Millichap, Emerson Equity LLC, Perch Wealth, Arkadios Capital, and Arkadios Wealth Advisors. Ashley has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Ashley is part of Arkadios Wealth Advisors, which operates out of San Juan Capistrano, California. The firm has 44 offices and 153 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Arkadios Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arkadios Wealth Advisors Brokerage Details
$2,681,123,534
153
1
$2,681,123,534
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Ashley Romiti Work History
Arkadios Capital
Arkadios Wealth Advisors
Perch Wealth
Verada
Emerson Equity LLC
Topside Real Estate
Vantis Capital
Simple Recovery
Sequoia Deployment Services
Marcus And Millichap
Disclosures
Please visit the SEC profile of Ashley Romiti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arkadios Wealth Advisors
Ponte Vedra Beach, FL
Neptune, NJ
Charlotte, NC
Berwyn, PA
Berwyn, PA
Atlanta, GA
Atlanta, GA
Scottsdale, AZ
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