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 registered investment adviser organized as an LLC and SEC-registered since 2019. Ownership is individual, and the firm does not operate as a capital allocator; it acts as an advisory practice rather than a fund sponsor. Its client mix includes both individual and family investors as well as institutional relationships. Fee arrangements are flexible and include percentage-of-AUM billing, hourly fees, and fixed-fee engagements. The firm lists core advisory services as financial planning, portfolio management for individuals and small businesses, and pension consulting. RHP does not identify itself as an active ESG investor and is not designated as a multistate adviser in the source data.
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 41Active vs passive
$397M in ETFs
19%
$73.4M
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% |
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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