Royalty Wealth Management, Inc.

Overview

Royalty Wealth Management, Inc. is a small, independent registered investment adviser serving individual and family clients with a primary focus on financial planning and portfolio management for individuals and small businesses. The firm runs fully discretionary mandates and shows a clear tilt toward fixed-income allocations, with a heavy use of U.S. government bonds as a core holding. It charges clients through a mix of percentage-of-AUM, hourly, and performance-based fee arrangements, and does not present itself as an active ESG investor or as a multi-state adviser. Investment activity centers on conservative, income-oriented positioning for the client base while supplementing core liquid holdings with selected alternative strategies. The firm is owner-operated and describes its client base as individuals and families rather than institutional or pension clients.

Assets & Accounts

Investments & Alternatives

Location & Offices