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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

ROYAL WEALTH MANAGEMENT

ROYAL WEALTH MANAGEMENT, INC., CRD 147636

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5744cfc9-a77d-0c5b-cc68-045ab1cdf93d

Data as of Jan 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jan 7, 2026 to Jan 7, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $36.5MItem 5.F on the latest filing (2026-01-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $19.5M
Private client RAUM: $32.2MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 218
Individual clients: 119
High net worth clients: 5
CRD: 147636
Filings on the tape: 1
First filed: Jan 7, 2026
Latest filed: Jan 7, 2026
Organised: Corporation, VA
Website: royalwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRIAN MASON ROYAL	n/a	CHESAPEAKE, VA	18	22	6	no
CLAUDE MASON ROYAL	n/a	CHESAPEAKE, VA	1	44	4	no

Relationships

Registered with (4)

← CLAUDE MASON ROYALAdvisorregistration: previous registration
Oct 31, 2017 to Jul 17, 2019factForm ADV
← BRIAN MASON ROYALAdvisorregistration: current employment
Jul 21, 2008 to presentfactForm ADV
← MARCELINO SERVIDAD VILLAFLORAdvisorregistration: previous registration
Apr 6, 2015 to Oct 14, 2019factForm ADV
← Daniel Mark SmithAdvisorregistration: previous registration
Apr 6, 2015 to Oct 14, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5744cfc9-a77d-0c5b-cc68-045ab1cdf93d
First observed: Jan 7, 2026
Last observed: Jan 7, 2026 8 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ROYAL WEALTH MANAGEMENT

ROYAL WEALTH MANAGEMENT, INC., CRD 147636

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5744cfc9-a77d-0c5b-cc68-045ab1cdf93d

Data as of Jan 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:15 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN MASON ROYAL

n/a

CHESAPEAKE, VA

CLAUDE MASON ROYAL

n/a

CHESAPEAKE, VA