RTB WEALTH ADVISORS, LLC

Overview

RTB Wealth Advisors, LLC is a privately held limited liability company that provides client-facing wealth management and financial planning services. Its stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection and oversight of other advisers. The firm identifies itself as a capital allocator, which indicates it exercises discretion in directing client capital to outside managers and vehicles rather than solely managing all strategies in-house. The firm uses a mixture of fee models — percentage of assets under management, hourly fees and fixed-fee arrangements — which suggests flexibility in structuring engagements for different client needs or project work. RTB Wealth Advisors reports an individual owner structure and lists an affiliation with an insurance company, which may influence its product availability or distribution relationships. RTB Wealth Advisors does not identify as an active ESG investor and appears to operate within a single state rather than as a multi-state adviser. Other operational details such as SEC registration year and public account-level metrics are not available in the provided data.

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