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 organized as an LLC that serves both individual/family and institutional clients. The firm operates as a capital allocator and charges fees as a percentage of assets under management. Its service mix includes financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars. The firm also conducts insurance brokerage activities and lists an insurance company affiliation. The firm does not position itself as an ESG investor and is not identified as a multi-state or newly formed adviser. Royal Road describes its approach as incorporating third‑party manager selection, which aligns with its role as a capital allocator.