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 registered investment adviser that combines advisory services with insurance brokerage. The firm operates on a percentage-of-assets fee model and positions itself as a capital allocator, placing client capital with third‑party managers in addition to managing portfolios directly. Its client roster spans individuals and families as well as institutional clients, and its service menu includes financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selection of other advisers, pension consulting services, and educational seminars. Investment practice shows a clear tilt toward fixed income: public filings identify U.S. government bonds as the dominant asset class in the firm’s assets. Royal Road also maintains relationships with insurance carriers in support of insurance solutions and annuity products. The firm is not described as an active ESG investor.