Investment adviser · CRD 304735
RHP WEALTH MANAGEMENT
Investment adviser filing (IA)
ROYAL HARBOR PARTNERS, LLC
HOUSTON, TX, United States · Form ADV filed Jun 15, 2026
- Regulatory AUM
- $345M Form ADV · Item 5.F
- Client accounts
- 643 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 117 | $306,091,780 | 88.8% |
| Individuals | 88 | $25,672,267 | 7.4% |
| Corporations & businesses | Fewer than 5 | $10,617,872 | 3.1% |
| Charities | Fewer than 5 | $2,417,775 | 0.7% |
Filing source
Form ADV 2113401 · Jun 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
12000 AEROSPACE AVENUE, SUITE 420HOUSTON, TX, 77034, United States
CRD 304735
Filing source
Form ADV 2113401 · Jun 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.