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| Keyboard |
| RLB Financial LLC
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|---|---|
| CRD # | 151778 |
| SEC # | 801-128918 |
| CIK # | |
| AUM | 173.6 M (2026-03-06) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 866-686-8097 |
| Address | 2530 S Campbell Springfield, MO 65807 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 583 | 99.7 |
| (b) Individuals (high net worth individuals) | 24 | 73.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 609 | 173.6 |
| By Discretionary | ||
| Discretionary | 609 | 173.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 609 | 173.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.6 | |
| Total | 609 | 173.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
|
NM | 174.0 M |
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|
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Neuenschwander Asset Management LLC
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|
Price Financial Group Wealth Management Inc
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OR | 173.5 M |
|
Winning Points Advisors LLC
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|
FL | 173.1 M |
|
Individual Asset Management Inc
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|
CA | 173.1 M |
|
Cifuentes Wealth Partners LLC
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FL | 173.1 M |