ROYAL WEALTH MANAGEMENT

ROYAL WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 147636). Regulatory assets under management: $36.5M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 147636
• Type: Registered investment adviser
• Phone: 434-609-4262
• Latest filing: 2026-01-07
• Regulatory AUM: $36.5M
• Discretionary AUM: $19.5M
• Non-discretionary AUM: $17.0M
• Clients: 3
• Accounts: 218

Business model

Compensation: % of AUM, Hourly, Fixed, Performance, Subscription.

Clients served: Individuals, High net worth, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147636 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search