Royce Wealth Management LLC

Overview

Royce Wealth Management LLC is organized as a limited liability company and is owned by an individual. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, and it operates as a capital allocator. Its compensation model blends asset-based fees with fixed-fee arrangements. Regulatory metadata in the source was incomplete on SEC registration year. The firm is not identified as an active ESG investor, is not a multistate adviser, and is not newly formed. Industry affiliation is listed as "Accountant," which suggests either a principal background in accounting or a formal connection to accounting professionals.

Assets & Accounts

Location & Offices