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- Custodian
- Charles Schwab & Company ยท Folio Investments
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-21-2008
- Office Locations
- 1
Office Locations
About Royal Wealth Management
Royal Wealth Management is a Chesapeake, VA wealth management firm providing goals-based planning alongside corporate retirement plan support, tax planning, estate planning, real estate advice, and equity-compensation guidance. The team uses a data-driven, tactical investment approach with proprietary indicators and trading algorithms, with meaningful use of ETFs and public funds. Notable: AI-driven estate document preparation and account aggregation.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CLAUDE MASON ROYAL
--
- CRD
- #5561722
- Ownership
- 75% or more
BRIAN MASON ROYAL
Chief Compliance Officer, President
- CRD
- #4811557
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,457,905 | -- |
| Non-Discretionary | $16,992,580 | -- |
| Total | $36,450,485 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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