Rbs Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alto, MI. Its latest Form ADV filing, dated March 24, 2026, reports $322M in regulatory assets under management, 6 employees, and 1,315 accounts.
Top client segmentIndividuals represent 79.9% of total clients.
Top client categories% of clientsClients
1
Individuals
79.9%
377
2
HNWI
19.3%
91
3
Charitable
0.4%
2
4
Corporations
0.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$322Mas of March 24, 2026
Discretionary97.6%
$315M
98% of total RAUM97.6%
Non-discretionary2.4%
$8M
2% of total RAUM2.4%
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$322M
Total Accounts1,315
10Y AUM Change+$322M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee79:1
10Y Employee Change+1 (+20.0%)
* 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.