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Building 2ARK ROYAL WEALTH MANAGEMENT LLC

Map pinRALEIGH, NC
Phone919-710-8665
NotebookSEC #801-133920
Total AUM
$169.3M
Employees
4
Clients
122

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2700 WYCLIFF ROAD
SUITE 360
RALEIGH
NC 27607
United States
Operating Hours
9-5
Monday - Friday
Phone
919-710-8665
Other Offices
1

ReceiptFinancials

Total AUM
$169.3M
Accounts
314
Discretionary
$169.3M
Accounts
314
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$6M
HNW Individual Clients
52
AUM
$150M
Pension/Profit Sharing Plan Clients
6
AUM
$2.6M
Charitable Organization Clients
5
AUM
$135K
Corporation or Business Clients
1
AUM
$218K
Other Clients
29
AUM
$10.3M
Description of Other Clients
TRUSTS/GUARDIANSHIPS

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANCTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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