Royal Oak Wealth Advisors LLC

Overview

Royal Oak Wealth Advisors LLC is an independent, Michigan-registered wealth advisory firm organized as an LLC and owned by an individual. The firm serves individuals and families, offering portfolio management for individuals and small businesses and charging fees as a percentage of assets under management. It does not identify as an ESG-focused investor, is not set up as a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm lists an insurance company among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices