Royal Road Wealth Partners, LLC

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Client assets under management

$11,274,504

Clients

18% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$168,276

About

Royal Road Wealth Partners serves individual clients (including high-net-worth households), small businesses and retirement plan sponsors, and accepts government entities as clients; its advisory offerings include comprehensive and modular financial planning, ongoing portfolio management, and retirement plan consulting. The firm also provides insurance products through licensed advisors and an affiliated entity, and it conducts periodic educational workshops for clients and prospects.

The firm describes an investment process that blends fundamental, technical and cyclical analysis and implements strategies such as active management, core+satellite and Modern Portfolio Theory, managing accounts on either a discretionary or non-discretionary basis. It also offers advisory and discretionary management for digital assets, with client digital holdings maintained by an independent third‑party custodian.

Compared with many peers, the brochure discloses several uncommon features: the firm explicitly markets and runs complimentary educational seminars, accepts state and municipal government clients for plan work, and notes use of hypothetical performance in its materials. The firm’s principals maintain outside businesses focused on environmental credit infrastructure and operate an affiliated insurance solutions company, and the brochure discloses those relationships and how potential conflicts are handled.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Divorce financial planning Cash flow / budgeting Retirement income strategy College savings (529s, UTMA, etc.)

Occupation focus

Government Employee Founder/Business Owner

Fee options

Fixed

Financial planning fixed fees range from $1,200 to $10,000. Retirement plan document fees range from $1,200 to $10,000.

Percentage

$0 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $4,999,999: 0.65% $5,000,000+: 0.50%

Other

Account minimum: $100,000

Main office location

Royal Road Wealth Partners, LLC

1100 Poydras Street, Suite 2900

New Orleans LA 70163, United States

Number of offices

Most active in

Louisiana · North Dakota · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website (504) 249-8586

Advisors at this firm

Michael S

Series 66

New Orleans, LA

Royal Road Wealth Partners, LLC

Michael Sellitto is a financial advisor with Royal Road Wealth Partners, LLC in New Orleans, LA. He holds a Series 66 designation and has 13 years of industry experience. Prior to his current role, he worked at Compass Capital Management, Minnesota Life Insurance Company, and Securian Financial Services. He is also an independent insurance agent affiliated with Royal Road Wealth Insurance Solutions. Royal Road Wealth Partners serves individual and high-net-worth clients, small businesses, foundations, charitable organizations, and government entities, providing financial planning, portfolio management, retirement plan consulting, and a digital-asset advisory program. The firm uses a range of investment strategies including active management and Modern Portfolio Theory and is known for its educational workshops and work with government and retirement plans.

Divorce financial planning Cash flow / budgeting Retirement income strategy College savings (529s, UTMA, etc.) Government Employee Founder/Business Owner

Aaron G

Series 66

New Orleans, LA

Royal Road Wealth Partners, LLC

Aaron Gummer is a financial advisor at Royal Road Wealth Partners, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Securian Financial Services Inc, Minnesota Life Insurance Co, Compass Capital Management, and J&M Industries. Gummer is also an independent insurance agent offering insurance products and services through unaffiliated issuers and agencies. Royal Road Wealth Partners serves individual and high-net-worth clients, small businesses, foundations, charitable organizations, and government entities, providing financial planning, portfolio management, retirement plan consulting, and digital-asset advisory services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and offers regular complimentary educational workshops.

Divorce financial planning Cash flow / budgeting Retirement income strategy College savings (529s, UTMA, etc.) Government Employee Founder/Business Owner

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