RBG WEALTH ADVISORS LLC

Overview

RBG Wealth Advisors LLC is an independent registered investment adviser operating as a limited liability company. The firm positions itself as a fee-based wealth manager that provides financial planning and portfolio management for individuals, families and small businesses, with the capability to work with institutional clients. Its advisory model is percentage-of-AUM, and it does not describe itself as an active ESG investor or a pension consultant. The practice emphasizes discretionary portfolio management—most assets are run on a discretionary basis—and it leans heavily on pooled public funds and mutual funds as the primary building blocks of client portfolios. The firm also uses external professional relationships, including accountants, as part of its service network. RBG appears to blend traditional wealth-management housekeeping (financial planning, tax-aware coordination with accountants) with access to third‑party alternative managers when appropriate. It is not structured as a capital allocator, so alternative exposure is achieved via external fund managers and third‑party vehicles rather than an in‑house private markets platform.

Assets & Accounts

Investments & Alternatives

Location & Offices