RTB Wealth Advisors, LLC

Overview

RTB Wealth Advisors, LLC is a privately held limited liability company registered to do business in California and Texas and appears to be led by an individual owner. The firm positions itself as a capital allocator and advisor for individuals and small businesses, offering financial planning, discretionary portfolio management and pension consulting work alongside a practice of selecting third‑party advisers and managers on clients' behalf. Compensation is flexible across percentage‑of‑AUM arrangements, hourly billing and fixed fees. The firm reports an affiliation with an insurance company, which may influence product access or distribution relationships. RTB does not identify itself as an active ESG investor, and its stated activities emphasize manager selection and outside allocations rather than running large in‑house mutual fund or separate‑account platforms.

Investments & Alternatives