Royal Road Wealth Partners, LLC
Royal Road Wealth Partners, LLC (CRD# 304973) is a financial advisory firm headquartered in New Orleans, LA. They manage $26,728,649 in 80 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Royal Road Wealth Partners, LLC
By the Numbers
-
Total Assets Under Management27MILLION
-
Total Number of Accounts80ACCOUNTS
-
Average Account Value$334,108
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, ND, TX
Financial Advisors at Royal Road Wealth Partners, LLC
1
Aaron Gummer (CRD# 6837685) is an Investment Advisor Representative working at Royal Road Wealth Partners, LLC in New Orleans, LA and has over 6 years of experience in the finance industry.
2
Michael Sellitto (CRD# 6129311) is an Investment Advisor Representative working at Royal Road Wealth Partners, LLC in New Orleans, LA and has over 11 years of experience in the finance industry.
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