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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| RBG Wealth Advisors LLC
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|---|---|
| CRD # | 319486 |
| SEC # | 801-131678 |
| CIK # | |
| AUM | $105.0 M (2025-01-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 901-244-2980 |
| Address | 5100 Wheelis Dr Memphis, TN 38117 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 4.9 |
| (b) Individuals (high net worth individuals) | 41 | 95.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 4.9 |
| (n) Other | 0 | 0.0 |
| Total | 283 | 105.0 |
| By Discretionary | ||
| Discretionary | 274 | 104.7 |
| Non-Discretionary | 9 | 0.3 |
| Total | 283 | 105.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 105.0 | |
| Total | 283 | 105.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Financial Discovery Group Inc
✚
|
GA | 0.1 |
|
Pacifica Partners Capital Management Inc
✚
|
0.1 | |
|
GCI Financial Group Inc
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|
NJ | 0.1 |
|
Alpine Wealth Advisors LLC
✚
|
CO | 0.1 |
|
Huesler Financial Consulting AG
✚
|
0.1 | |
|
PUFF Wealth Management LLC
✚
|
NJ | 0.1 |
|
Foundry Financial LLC
✚
|
CA | 0.1 |
|
Enspire Wealth Management LLC
✚
|
CA | 0.1 |
|
NGP Financial Planning LLC
✚
|
0.1 | |
|
Lord and Richards Wealth Management LLC
✚
|
CO | 0.1 |