# Royalty Wealth Management, Inc.

> Royalty Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 174534
- Filed as: ROYALTY WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174534
- AdvisorCensus page: https://advisorcensus.com/firm/royalty-wealth-management-inc-174534

## Quick answers

**How is Royalty Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Royalty Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.

**Is Royalty Wealth Management, Inc. registered with the SEC or a state?**
Royalty Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174534.

**How much does Royalty Wealth Management, Inc. manage?**
Royalty Wealth Management, Inc. reports $14,548,991 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**What types of clients does Royalty Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13).

**Does Royalty Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/174534

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $14,548,991
- Discretionary: $14,548,991
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $7,548,991 |
| High net worth individuals | Fewer than 5 | $7,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Royalty Wealth Management, Inc. (CRD 174534): Form ADV filing data as of October 2026.