Royalty Wealth Management, Inc.

Royalty Wealth Management serves a small book of individual and high‑net‑worth clients as well as trusts, estates and business entities, providing discretionary asset management, 401(k) managed accounts, selection of third‑party managers, and one‑off investment consulting and portfolio assessments. Its advisory services include ongoing portfolio monitoring, trade execution, and implementation of asset allocation and security selection recommendations.

The firm tailors portfolios to each client’s financial circumstances and risk tolerance, using quantitative optimization, technical analysis, third‑party research and software, and a mix of instruments that can include equities, fixed income, ETFs, options and private placements. It offers model strategies such as a dynamic allocation approach and an all‑cap global sleeve and uses a sub‑advised large‑cap growth strategy that applies a proprietary screening methodology; it also operates performance‑based account programs under discretionary authority for qualified clients.

What is distinctive relative to many supported peers is the firm’s use of performance‑based and contingency fee arrangements, with incentive calculations tied to net account gains and structured to require regulatory qualifications for participating clients — a practice that is relatively uncommon among firms in this category. The firm’s small scale, use of sub‑advisors and solicitor/referral arrangements, and availability of bespoke portfolio reviews further differentiate its operating model from larger supported advisors.