Overview
Assets Under Management: $322 million
Headquarters: ALTO, MI
High-Net-Worth Clients: 91
Average Client Assets: $2.5 million
Frequently Asked Questions
RBS WEALTH MANAGEMENT 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 #336536), RBS WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
RBS WEALTH MANAGEMENT is headquartered in ALTO, MI.
RBS WEALTH MANAGEMENT serves 91 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, RBS WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
RBS WEALTH MANAGEMENT manages $322 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, RBS WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.69%
Average Client Assets: $2.5 million
Total Client Accounts: 1,315
Discretionary Accounts: 1,307
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 336536
Filing ID: 2067294
Last Filing Date: 2026-03-24 14:33:58