Rfg Wealth Advisory
Rfg Wealth Advisory is an SEC-registered wealth manager in Argyle, TX with $476.7M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Rfg Wealth Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173862, SEC 801-112697, data through 2026-05-11.
- AUM (assets under management / regulatory AUM)
- $476.7M (2026-05-11)
- Firm type
- Wealth Manager
- Location
- Argyle, TX
- Employees
- 9
- Clients
- 446
- CRD
- 173862
- Ownership
- ROBINSON, CHRISTOPHER, TODD; LEMICH, MICHAEL, KENT; GONZALEZ, EMILIO, LEO; Schroer, Ryan, Michael
How much AUM does Rfg Wealth Advisory have?
Rfg Wealth Advisory reported $476.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-11).
Who owns Rfg Wealth Advisory?
Disclosed owners and executives of Rfg Wealth Advisory include ROBINSON, CHRISTOPHER, TODD, LEMICH, MICHAEL, KENT, GONZALEZ, EMILIO, LEO, Schroer, Ryan, Michael. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.