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| Keyboard |
| RBG Wealth Advisors LLC
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|---|---|
| CRD # | 319486 |
| SEC # | 801-131678 |
| CIK # | |
| AUM | 154.8 M (2026-03-17) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 901-244-2980 |
| Address | 5100 Wheelis Dr Memphis, TN 38117 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 9.7 |
| (b) Individuals (high net worth individuals) | 46 | 137.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 6.5 |
| (n) Other | 0 | 0.0 |
| Total | 329 | 154.8 |
| By Discretionary | ||
| Discretionary | 316 | 146.6 |
| Non-Discretionary | 13 | 8.2 |
| Total | 329 | 154.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.8 | |
| Total | 329 | 154.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Personal Financial Solutions LLC
✚
|
NJ | 155.6 M |
|
BRIA Capital Group LLC
✚
|
FL | 155.1 M |
|
Richwood Investment Advisors LLC
✚
|
OH | 155.1 M |
|
Merrithew & Thorsten Inc
✚
|
CA | 155.0 M |
|
Financial Legacy Management Inc
✚
|
AR | 155.0 M |
|
Decision Investments Inc
✚
|
CA | 154.9 M |
|
Butler Financial Services Inc
✚
|
CO | 154.7 M |
|
Capital Achievements LLC
✚
|
154.6 M | |
|
Diversified Planning Strategies Advisors LLC
✚
|
NJ | 154.4 M |
|
JJSA Advisors Ltd
✚
|
VA | 154.3 M |