RIA Intel›Advisers›Virginia›ROYAL WEALTH MANAGEMENT, INC.

ROYAL WEALTH MANAGEMENT, INC.

Advisory

VA

Data as of Jan 7, 2026 · Source: SEC Form ADV

Average account

$167K

across 218 accounts

AUM per adviser

$18M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 7, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$36M

Discretionary AUM$19M

Non-Discretionary AUM$17M

Discretionary %53.4%

Total Clients124

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC, OH, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

124 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

ATHENA GLOBAL INVESTORS, LLC

$36M

STERLING WEALTH MANAGEMENT INC

$37M

TMFS-NORFOLK, LLC

VIRGINIA BEACH, VA

$37M

SIMPLICITY WEALTH MANAGEMENT LLC

$36M

RAY CAPITAL ADVISORS LLC

$37M

HATTERAS MANAGEMENT, LLC

$36M

Get the full picture on ROYAL WEALTH MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ROYAL WEALTH MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans