ROYALTY WEALTH MANAGEMENT, INC.

ROYALTY WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 174534). Regulatory assets under management: $14.5M.

Registration

• CRD: 174534
• Type: Registered investment adviser
• Phone: 312-528-7975
• Latest filing: 2026-02-06
• Regulatory AUM: $14.5M
• Discretionary AUM: $14.5M
• Clients: 2
• Accounts: 19

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174534 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search