RS Wealth Management, Inc.

Overview

RS Wealth Management, Inc. is a corporation that provides portfolio management primarily to individual and family clients, with an emphasis on small-business accounts. Ownership is held at the individual level and the firm operates under a percentage-of-AUM fee model. Its regulatory registration year is not shown in the available data. The firm’s listed business activity is "other financial product salesperson" and its advisory activity is described as portfolio management for individuals and small businesses. It identifies as an investment adviser but is not flagged as a multi-state adviser, pension consultant, capital allocator, or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives