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RBS WEALTH MANAGEMENT

RBS WEALTH MANAGEMENT, LLC

CRD 336536 · SEC 801-132881

Visit website

6840 WHITNEYVILLE AVE SE, ALTO, MI, 49302, United States

Phone

6167278484

Fax

6168682012

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$322.3M

Discretionary AUM

$314.6M

Team

6 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals377$89.0M
High net worth individuals91$231.1M
Charitable organizations2$2.1M
Corporations/business entities2$111K

States served

CA, IN, MI, FL

All web addresses on file

Official SEC filing: View on IAPD