A complete list of active advisors currently associated with ROKI Private Wealth

Warmer can help you find a great advisor at ROKI Private Wealth or one who fits your needs even better.

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.

To learn more about the advisors currently working at ROKI Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Robert Kilivris	Akron, OH	34

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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