Royal Road Wealth Partners, LLC

Financial planning in New Orleans, LA

State registeredNo commissions reported

Call (504) 249-8586 Send a message Map ↗

Public-record details

Address: 5208 Magazine St., Pmb 307, New Orleans, LA 70115
Phone: (504) 249-8586
Listed under: Financial planning, % of assets managed, Retirement plan consulting
CRD number: 304973
Registration: State registered: LA, ND, TX
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management: $26.2 million
Accounts managed: 119
Clients reported (Form ADV 5.D): 86
Individual / high-net-worth clients: 55 / 12
Employees: 2
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-07-23

State registered (LA, ND, TX) investment adviser, CRD 304973, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 304973 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in New Orleans

Bavarian Wealth Management, INC.650 Poydras Street, Suite 1906 · New Orleans, LA 70130 · (504) 299-3370 · Financial planningCRD 135035 · % of assets, Hourly charges · $20.1 million AUMState registeredNo commissions reported Bellingrath Wealth Management, L.L.C.6065 Magazine Street · New Orleans, LA 70118 · (646) 395-3900 · % of assets managedCRD 336024 · % of assets · $196.1 million AUMSEC registeredNo commissions reported Bienvenue Wealth LLC1100 Poydras Street, Suite 1502 · New Orleans, LA 70163 · (504) 355-0890 · Financial planningCRD 153313 · % of assets, Fixed fees · $98.8 million AUMState registeredNo commissions reported Cds James Investments, LLC318 Harrison Ave · New Orleans, LA 70124 · (337) 221-0991 · % of assets managedCRD 299741 · % of assets · $48.6 million AUMState registeredNo commissions reported Deane Retirement Strategies, INC.2065 Energy Centre, 1100 Poydras Street · New Orleans, LA 70163 · (504) 582-2345 · Financial planningCRD 127096 · % of assets · $250.7 million AUMSEC registeredNo commissions reported Demauriac LLC401 Saint Joseph St, Suite 2a · New Orleans, LA 70130 · (504) 358-0433 · Financial planningCRD 306542 · % of assets, Hourly charges, Fixed fees · $40.0 million AUMState registeredNo commissions reported Doucet Asset Management, LLC601 Poydras Street, Suite 2655 · New Orleans, LA 70130 · (205) 414-9788 · % of assets managedCRD 141546 · % of assets · $120.8 million AUMSEC registeredNo commissions reported Dumaine Investments LLC650 Poydras Street, Suite 1010 · New Orleans, LA 70130 · (504) 521-7350 · Financial planningCRD 306481 · % of assets, Fixed fees · $227.0 million AUMSEC registeredNo commissions reported

All 25 in New Orleans →