Rbg Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated March 17, 2026, reports $155M in regulatory assets under management, 4 employees, and 329 accounts.
Assets Under Management
$155M
Employees
4
Offices
--
Total Clients
80
Primary office
MEMPHIS, TN
5100 WHEELIS DR, SUITE 211, MEMPHIS, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.5% of total clients.
Top client categories% of clientsClients
1
HNWI
57.5%
46
2
Individuals
32.5%
26
3
Corporations
8.8%
7
4
Pension Plans
1.3%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$155Mas of March 17, 2026
Discretionary94.7%
$147M
95% of total RAUM94.7%
Non-discretionary5.3%
$8M
5% of total RAUM5.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$155M
Total Accounts329
10Y AUM Change+$52M (+50.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee20:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.