$14.5M Total AUM
$14.5M Disc. AUM
-- 3Y CAGR
2 Employees
13 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-23-2015
- Office Locations
- 1
Office Locations
-- Chicago IL
About Royalty Wealth Management, Inc.
Royalty Wealth Management, Inc. is a Chicago-based, Illinois-registered RIA providing retail wealth management and investment advisory services. Led by managing member and CCO Jonathon Anthony Bell, the firm manages client portfolios through advisory accounts and primarily custodies assets at Charles Schwab.
Team overview
-- AVG AGE
$14.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
11.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JONATHON ANTHONY BELL
Chief Compliance Officer, Managing Member, Wealth Management Advisor
- CRD
- #2364087
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,548,991 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,548,991 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Derivatives:
Available Cash:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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