Rbs Wealth Management, LLC
● SEC registered since 2025CRD 336536SEC# 801-132881Alto, MI
Reg. AUM
$322.3M
Employees
6
Accounts
1,315
Location
Alto, MI
Rbs Wealth Management, LLC assets under management
Rbs Wealth Management, LLC is an SEC-registered investment adviser based in Alto, MI. The firm has been registered since 2025. It reports $322.3 million in regulatory assets under management and employs 6 people.
Rbs Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Min Kim | Chief Compliance Officer | Under 5% | 2025 |
| Ryan Bernard Stephen Control | Member And Manager | Over 75% | 2021 |
Frequently asked questions
How much does Rbs Wealth Management, LLC manage?
Rbs Wealth Management, LLC reports $322.3 million in regulatory assets under management on its Form ADV.
How many employees does Rbs Wealth Management, LLC have?
Rbs Wealth Management, LLC reports 6 employees.
Where is Rbs Wealth Management, LLC located?
Rbs Wealth Management, LLC is based in Alto, MI and has been SEC-registered since 2025.
Does Rbs Wealth Management, LLC disclose fund performance?
Rbs Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6840 Whitneyville Ave SE, Alto, MI 49302 |
| Phone | 6167278484 |
| Fax | 6168682012 |
| Office hours | 8:30 To 4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$322.3M▲ 8%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$322.3Mregulatory AUM
Discretionary $314.6MNon-discretionary $7.7M