Overview
Assets Under Management: $155 million
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 46
Average Client Assets: $3.0 million
Frequently Asked Questions
RBG WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #319486), RBG WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
RBG WEALTH ADVISORS LLC is headquartered in MEMPHIS, TN.
RBG WEALTH ADVISORS LLC serves 46 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, RBG WEALTH ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
RBG WEALTH ADVISORS LLC manages $155 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, RBG WEALTH ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.91%
Average Client Assets: $3.0 million
Total Client Accounts: 329
Discretionary Accounts: 316
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 319486
Filing ID: 2041730
Last Filing Date: 2026-03-17 08:28:57