RHP WEALTH MANAGEMENT

RIASEC RegisteredEst. 2019

Total AUM

$345M

Discretionary

$345M

100% of AUM

Avg account

$536K

Accounts

643

Employees

9

Advisory reps

5

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

FINTRX

Overview

RHP Wealth Management is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2019. The firm serves individuals, families and institutional clients and bills through a mix of percentage-of-AUM, hourly and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not identified as an active ESG investor and is not flagged as a multi-state adviser in the record.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 41

Active vs passive

$397M in ETFs

Passive

19%

$73.4M

Active

78%

$323M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
CAPITAL GROUP DIVIDEND VALUE ETF (CGDV)	Capital Group	Active	Large Value	$27M	635,454	6.81%

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Primary office

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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