Rbg Wealth Advisors LLC
Rbg Wealth Advisors LLC is an SEC-registered wealth manager in Memphis, TN with $154.8M assets under management (AUM, regulatory AUM), +47% over one year. See who owns Rbg Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 319486, SEC 801-131678, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $154.8M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Memphis, TN
- Employees
- 4
- Clients
- 80
- CRD
- 319486
- Ownership
- DAVIS, GREGORY, O'NEAL; ELLIS, TIMOTHY, WAYNE; RBG SPE, LLC; REYNOLDS, BONE & GRIESBECK P.L.C.
How much AUM does Rbg Wealth Advisors LLC have?
Rbg Wealth Advisors LLC reported $154.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Rbg Wealth Advisors LLC?
Disclosed owners and executives of Rbg Wealth Advisors LLC include DAVIS, GREGORY, O'NEAL, ELLIS, TIMOTHY, WAYNE, RBG SPE, LLC, REYNOLDS, BONE & GRIESBECK P.L.C.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.