ROYAL ROAD WEALTH PARTNERS, LLC

ROYAL ROAD WEALTH PARTNERS, LLC of NEW ORLEANS, LA is an SEC-registered investment adviser (CRD 304973). Regulatory assets under management: $26.2M.

Registration

• CRD: 304973
• Type: Registered investment adviser
• Location: 5208 MAGAZINE ST., NEW ORLEANS, LA, 70115
• Phone: (504) 249-8586
• Latest filing: 2026-07-23
• Regulatory AUM: $26.2M
• Discretionary AUM: $21.4M
• Non-discretionary AUM: $4.8M
• Clients: 2
• Accounts: 119

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304973 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search