ROMERO WEALTH MANAGEMENT, INC. is a California corporation, registered on January 4, 2005. It is based at 2520 N. SANTIAGO BLVD., ORANGE, CA, 92867, United States. The company is currently listed as active on the California register and is registered under company number 2730833. Its officers and directors on record include DANIEL S. ROMERO, Daniel S. Romero. Public records for the company include 1 SoS registration, 1 license and 5 Form 5500 filings. Every fact here is republished from an official public register and traces back to a primary source document.
| Legal entity name | ROMERO WEALTH MANAGEMENT, INC. |
|---|---|
| Principal address | 2520 N. SANTIAGO BLVD.ORANGE92867CAUnited States |
| Mailing address | 2520 N. SANTIAGO BLVD., ORANGE, CA, 92867, US |
| Registration state | California |
| Status | Active |
| Registered | 4 January 2005 (over 21 years ago) |
| Officers & directors | DANIEL S. ROMERO, officer, director |
| Entity type | Corporation |
| Standing | compliant |
| Company number | 2730833 |
| EIN | 20-2112938 |
| Employees (modeled) |
| ≈9 employees2025 |
| Registered agent | ROBERT J. LAMM |
|---|
| Source registry | California Secretary of State · updated 10 August 2026 |
|---|
| Public records | 1 SoS registration |
|---|
Direct email, phone, website, address and the contact person are unlocked with a Pro subscription. Create an account to reveal them.
| Est. revenue (modeled) | $10.5M2025 |
|---|
| State | Business name | Filed | Registered agent | Officers | Status | |
|---|---|---|---|---|---|---|
| CaliforniaTHIS | ROMERO WEALTH MANAGEMENT, INC. | 2005-01-04 | ROBERT J. LAMM | DANIEL S. ROMEROOfficer, Director | Active | |
Filing ID 2730833 Jurisdiction Domestic · Corporation Principal address 2520 N. SANTIAGO BLVD., ORANGE, CA, 92867, United States Registered agent ROBERT J. LAMM2424 S.E. BRISTOL STREET SUITE 300, NEWPORT BEACH, CA, 92660 Officers DANIEL S. ROMEROOfficer, Director | ||||||
Companies and people linked to ROMERO WEALTH MANAGEMENT, INC. in the state registers through shared officers, a shared registered agent, shared filing contacts or a shared address. Service companies file for many unrelated businesses — a shared agent, address or contact alone does not prove affiliation.
company person group former role
Browse the indexed registries by state, or look up any debtor name free, at UCC lien search.
| State | License / ID | Type | Issued | Status | |
|---|---|---|---|---|---|
| California | — | — | 2020-02-01 | Unknown | |
Employee-benefit plan filings by ROMERO WEALTH MANAGEMENT, INC. with the Department of Labor. Employee and revenue figures are modeled estimates derived from retirement-plan participant counts and industry ratios — not official headcount or reported revenue.
| Employees (modeled) | ≈9 · plan year 2025 |
|---|---|
| Est. annual revenue (modeled) | $10.5M |
| Retirement plan assets | $231,690 |
| Benefit plans | 401(k) plan on file |
| Filing history | 12 plan years filed, 2014–2025 |
| Sponsor EIN | 20-2112938 |
| Plan year | Employees (est.) | Participants | Plan assets | Revenue (est.) | 401(k) | |
|---|---|---|---|---|---|---|
| 2025 | ≈9 | 8 (8 active) | $231,690 | $10.5M | Pension | |
| 2024 | ≈10 | 10 (9 active) | — | $3.7M | 401(k) | |
| 2023 | ≈10 | 10 (9 active) | $1.1M | $4.9M | 401(k) | |
| 2022 | ≈9 | 11 (8 active) | $756,732 | $3.9M | 401(k) | |
| 2021 | ≈8 | 9 (7 active) | $796,963 | $3.5M | 401(k) | |
| 2020 | ≈9 | 10 (8 active) | $559,455 | $3.6M | 401(k) | |
| 2019 | ≈9 | 10 (8 active) | $451,003 | $3.6M | 401(k) | |
| 2018 | ≈9 | 13 (8 active) | $314,079 | $3.7M | 401(k) | |
| 2017 | ≈14 | 13 (13 active) | $492,472 | $5.4M | 401(k) | |
| 2016 | ≈8 | 7 (7 active) | $320,528 | $4.5M | 401(k) | |
Matched Form 5500 filing records:
| Plan | Plan year | Participants | EIN | |
|---|---|---|---|---|
| ROMERO & LEVIN WEALTH 401(K) PLAN | — | — | — | |
| ROMERO WM 401(K) PLAN | — | — | — | |
| ROMERO WM 401(K) PLAN | — | — | — | |
| ROMERO WM 401(K) PLAN | — | — | — | |
| ROMERO WM 401(K) PLAN | — | — | — | |
Federal court records load when you reach this section.
2 companies are registered at 2520 N. SANTIAGO BLVD., ORANGE — shared registered-office and agent addresses are common; a shared address alone does not link businesses.
Netstate aggregates public records from federal, state and municipal sources; records are matched to this company by its registered legal names. Latest source snapshot 2026-07-15. Document getpalm-companies/1566-5314-9268.