Royal Road Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,274,504
Clients
67
Advisors
2
of 2 employees
About
Royal Road Wealth Partners serves individuals (including high‑net‑worth clients), small businesses, foundations, charitable organizations, government entities and retirement plan sponsors. The firm provides broad‑based and modular financial planning, ongoing portfolio management (discretionary and non‑discretionary), retirement plan consulting, and periodic educational workshops.
The firm combines fundamental, technical and cyclical analysis and uses strategies such as active management, core+satellite and modern portfolio theory to build customized portfolios, and it will recommend or engage third‑party investment managers when appropriate. As part of its planning and retirement services it uses projections and modeling to illustrate potential outcomes (hypothetical performance) and also offers discretionary management of digital assets with custody through Digital Trust.
Noteworthy differences from many peers include providing retirement plan services to government entities, offering complimentary educational seminars, and maintaining an affiliated insurance entity while its principals are licensed insurance agents — arrangements the brochure discloses as potential conflicts of interest. The firm’s explicit digital‑asset advisory capability and principals’ involvement in environmental credit and carbon‑market consulting further distinguish its service mix relative to similarly sized regional advisors.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $999,999: 1.20% annually (equity/balanced portfolios) $1,000,000 - $1,999,999: 1.00% annually (equity/balanced portfolios) $2,000,000 - $2,999,999: 0.80% annually (equity/balanced portfolios) $3,000,000 - $4,999,999: 0.65% annually (equity/balanced portfolios) $5,000,000+: 0.50% annually (equity/balanced portfolios) $0 - $499,999: 0.50% annually (fixed income only portfolios) $500,000 - $999,999: 0.475% annually (fixed income only portfolios) $1,000,000 - $2,999,999: 0.41% annually (fixed income only portfolios) $3,000,000+: 0.35% annually (fixed income only portfolios) $0 - $999,999: 0.75% annually (retirement plan services, first year) $1,000,000+: 0.50% annually (retirement plan services, first year) $0 - $999,999: 0.50% annually (retirement plan services, second year & ongoing) $1,000,000+: 0.25% annually (retirement plan services, second year & ongoing) +: 0.60% annually on digital assets under management, plus 1.00% annual custody and administrative fee charged by Digital Trust
Account minimum: $100,000 Minimum fee: Financial planning fixed fees ranging from $1,200 to $10,000; retirement plan services fixed fees ranging from $1,200 to $10,000. Fee-only: Financial planning fixed fees ($1,200 to $10,000); retirement plan fixed fees ($1,200 to $10,000)
Main office
5208 Magazine St., Pmb 307
New Orleans LA 70115
Advisors at this office
2
Most active in
Louisiana · North Dakota · Texas
Also doing business as
Royal Road Digital Assets · Royal Road Wealth Partners · Royal Road Wealth Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Compass Capital Management, Minnesota Life Insurance Co, and Securian Financial Services Inc. In addition to his advisory work, he operates as an independent insurance agent. Royal Road Wealth Partners serves individuals, small businesses, and institutional clients by providing modular financial planning, portfolio management, retirement plan consulting, and educational workshops. The firm employs a blend of fundamental, technical, and cyclical analysis to create customized portfolios and offers specialized services such as digital asset management and government retirement plan consulting.
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 nine years of industry experience. He holds a Series 66 designation and previously worked at Securian Financial Services Inc, Minnesota Life Insurance Co, Compass Capital Management, and J&M Industries. Since 2017, he has also operated as an independent insurance agent offering insurance products through unaffiliated issuers, including a Royal Road affiliate. Royal Road Wealth Partners serves individuals, small businesses, foundations, charitable organizations, government entities, and retirement plan sponsors. The firm provides financial planning, portfolio management, retirement plan consulting, and educational workshops while employing a range of investment strategies including fundamental, technical, and cyclical analysis.
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