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Ashley Romiti

Ashley Romiti

Vice President
Ashley Romiti has worked in real estate investments for more than 10 years. Having started her career at Marcus and Millichap, where she represented clients in commercial real estate sales and 1031 exchanges, she then transitioned to consulting. She specialized in advising real estate and financial professionals on their sales and marketing strategies.

After a decade working in the industry, Ashley joined Perch Wealth, advising clients on suitable alternative investment opportunities, including DSTs, TICs, and other funds. Leveraging her experience and knowledge, Ashley has developed effective strategies for professionals and provides unique insight into the best investments for her clients.

Ashley received her bachelor’s degree from the University of California, Los Angeles. She also holds Financial Industry Regulatory Authority (FINRA) series 7 and 66 registrations, and is a licensed real estate agent in California.

Outside the office, Ashley likes spending her time with her husband, Alex, and their daughter. Together, they enjoy surfing, hiking, and finding new events to attend within the community. Additionally, Ashley serves on the board for Canstruction, a non-profit organization dedicated to raising food for the Orange County Food Bank.
PERCH PROFESSIONALS AT YOUR SERVICE

The Perch Wealth Team

Photo of Ben Carmona, Managing Partner at Perch Wealth

Ben Carmona

Managing Director

Photo of Ehud Gersten, Managing Partner at Perch Wealth

Ehud Gersten

Managing Director

Lauren Ansolabehere

Chief Operating Officer
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Dillon Hall

Vice President
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Lance Stafford

Vice President
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Ashley Romiti

Vice President
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Bradley Wetherby

Associate Vice President
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Alyssah Burns

Transactional Coordinator
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Paige Milson

Transaction Coordinator
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Mallorie Montesdeoca

Transaction Coordinator
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Perch Wealth provides you with access to institutional-quality real estate, management, financing and state of the art 1031 exchange processing.

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855-DST-3443

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Email | Address

info@PerchWealth.com

31351 Rancho Viejo Road
Suite 111
San Juan Capistrano,
California 92675

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FEA Federation of Exchange Accommodators

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only. Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory Services offered through Arkadios Wealth. Perch Wealth and Arkadios are not affiliated through any ownership.

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© 2023 Perch Wealth.

Real Estate / 1031 Risk Disclosure:
  • There’s no guarantee any strategy will be successful or achieve investment objectives;
  • All real estate investments have the potential to lose value during the life of the investments;
  • The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
  • All financed real estate investments have potential for foreclosure;
  • These 1031 exchanges are offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
  • If a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
  • Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits;
  • Tax benefits are not guaranteed and are subject to changes in the tax code.