RHP Wealth Management
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 304735
- Registered since
- July 17, 2019
- Website
- royalharborpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.77%
- Individuals7.45%
- Corporations / Businesses3.08%
- Charitable Organizations0.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
RHP Wealth Management is an independent, individual-owned registered investment adviser formed in 2019 and organized as an LLC. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. RHP identifies as a non-capital allocator and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities11%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
2 of 2
Glenn Royal
Chief Investment Officer & PartnerCRD 2543293
Natalie Picha
Chief Experience OfficerCRD 4872580
Contacts
3 of 3
Matthew Berti
Wealth AdvisorCRD 6758981
Michele Jones
PartnerCRD 3043926
Lingyun Yang
Associate Wealth AdvisorCRD 7919149
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$436M in ETFs
27%
$118M
69%
$318M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $30.6M | 621,622 | 7.02% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 12000 Aerospace Ave
- Time zone
- CT (UTC-6)
- Office locations
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