RBS Wealth Management

RIASEC Registered

Total AUM

$322M

Discretionary

$315M

98% of AUM

Avg account

$245K

Accounts

1,315

Employees

Advisory reps

Firm details

Headquarters: Alto, Michigan
CRD number: 336536
Registered since: June 2, 2025
Website: rbswm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.69%
Individuals27.62%
Charitable Organizations0.66%
Corporations / Businesses0.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

RBS Wealth Management is an independent, owner-operated limited liability company that is registered with the SEC (registration year 2025). The firm serves both individual/family and institutional clients and identifies itself as a capital allocator that can direct client assets to outside managers. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not present itself as an active ESG investor and is not a multistate adviser.