Rbs Wealth Management
Rbs Wealth Management is an SEC-registered mass-market adviser in Alto, MI with $322.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Rbs Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336536, SEC 801-132881, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $322.3M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Alto, MI
- Employees
- 6
- Clients
- 472
- CRD
- 336536
- Ownership
- Kim, Kevin, M; Stephen, Ryan, Bernard
How much AUM does Rbs Wealth Management have?
Rbs Wealth Management reported $322.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Rbs Wealth Management?
Disclosed owners and executives of Rbs Wealth Management include Kim, Kevin, M, Stephen, Ryan, Bernard. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.