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RBG WEALTH ADVISORS LLC
CRD 319486 · SEC 801-131678
5100 WHEELIS DR, SUITE 211, MEMPHIS, TN, 38117, United States
Phone
901-244-2980
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$154.8M
Discretionary AUM
$146.6M
Team
4 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $9.7M |
| High net worth individuals | 46 | $137.6M |
| Pension/profit sharing plans | 1 | $964K |
| Corporations/business entities | 7 | $6.5M |
States served
TN, TX
All web addresses on file
Official SEC filing: View on IAPD