ROKI Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Roki Private Wealth offers ongoing portfolio management for individual clients, preparing written Investment Policy Statements that document income, tax considerations, time horizon, and risk tolerance, and providing asset allocation, security selection and regular portfolio monitoring. The brochure limits its advisory universe to mutual funds, fixed income, real estate funds, annuities, equities, ETFs (including precious metal ETFs), Treasury inflation-protected bonds, and commodities.
The firm’s stated investment approach is grounded in modern portfolio theory and a long-term trading orientation, with documented risk tolerances and a practice of seeking discretionary authority to implement trades and rebalance accounts. It frames its services within a fiduciary standard for retirement accounts, provides monthly custodian reports, and does not accept performance-based fees or participate in wrap-fee programs.
Distinctive items in the brochure include a disclosed regulatory matter from 2020—a Missouri cease-and-desist and a $3,000 monetary penalty that is reported as resolved—which is uncommon among peers in this category. The brochure also notes that the firm does not act as or select third‑party/private fund managers and that it requires clients to use a specific custodian (Goldman Sachs Advisory), practices that are less typical for similar firms.
Client services
Expertise
Fee options
1.00% annually
Main office
Akron OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Kilivris & Company, LLC · Roki Private Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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