ROYAL ROAD WEALTH PARTNERS, LLC

CRD 304973

Visit website

1100 POYDRAS STREET, SUITE 2900, NEW ORLEANS, LA, 70163, United States

Phone

(504) 249-8586

Fax

(504) 585-7301

Registration

— (—)

Source

State registered

Total AUM

$26.2M

Discretionary AUM

$21.4M

Team

2 total employees; 2 advisory reps; 7 broker-dealer reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	55	$5.7M
High net worth individuals	12	$5.6M
State/municipal entities	14	$14.7M
Corporations/business entities	5	$288K

All web addresses on file

https://royalroad.digital
https://linkedin.com/royalroadwealth
https://www.facebook.com/royalroadwealth
https://www.royalroadwealth.com

Official SEC filing: View on IAPD