Royal Oak Wealth Advisors LLC

Overview

Royal Oak Wealth Advisors LLC is an independent, Michigan-based wealth advisory firm organized as a limited liability company and owned by an individual principal. The firm focuses on fee-based portfolio management for individuals, families and small businesses and charges a percentage-of-assets under management. Its client base is retail-focused rather than institutional: individual and family clients make up the business. The adviser does not position itself as a capital allocator, is not active on ESG mandates, and does not operate as a multi-state or pension consulting practice. The firm lists an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices