Royal Road Wealth Partners, LLC

RIASEC Registered

Total AUM

$26.2M

Discretionary

$21.4M

82% of AUM

Avg account

$221K

Accounts

119

Employees

Advisory reps

Firm details

Headquarters: New Orleans, Louisiana
CRD number: 304973
Website: royalroadwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: State / Municipal Government55.95%
Individuals21.57%
HNWI21.38%
Corporations / Businesses1.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Royal Road Wealth Partners, LLC is an independent RIA organized as an LLC that combines fee-based wealth management with insurance brokerage services. The firm acts as a capital allocator and works with both individual/family and institutional clients, charging fees as a percentage of assets under management. Core advisory capabilities listed include financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of other advisers, pension consulting services, and educational seminars/workshops. The firm does not position itself as an active ESG investor.