Royal Wealth Management

Royal Wealth Management (CRD# 147636) is a financial advisory firm headquartered in , . They manage $6,778,000 in 80 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $84,725
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID, OH, VA

Financial Advisors at Royal Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Marcelino S. Villaflor
CRD#: 3020738
Norfolk, VA
93
Wealthminder
score

Marcelino Villaflor (CRD# 3020738) is an Investment Advisor Representative working at Royal Wealth Management in Norfolk, VA and has over 14 years of experience in the finance industry.

2
Daniel M. Smith
CRD#: 5981326
1021 Eden Way, Suite 104, Chesapeake, VA 23320
90
Wealthminder
score

Daniel Smith (CRD# 5981326) is an Investment Advisor Representative working at Royal Wealth Management in Chesapeake, VA and has over 5 years of experience in the finance industry.

3
Ian W. Cameron
CRD#: 6392924
1021 Eden Way North, Suite 104, Chesapeake, VA 23320
88
Wealthminder
score

Ian Cameron (CRD# 6392924) is an Investment Advisor Representative working at Royal Wealth Management in Chesapeake, VA and has over 3 years of experience in the finance industry.

4
Brian M. Royal
CRD#: 4811557
Chesapeake, VA
73
Wealthminder
score

Brian Royal (CRD# 4811557) is an Investment Advisor Representative working at Royal Wealth Management in Chesapeake, VA and has over 13 years of experience in the finance industry.

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