RBG WEALTH ADVISORS LLC
CRD #319486 SEC #801-131678 MEMPHIS, TN 901-244-2980
SEC Registered
Total AUM
$103M
Discretionary
$102.7M
Employees
3
Clients
26
Accounts
259
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $105M | $104.7M | $324.4K | 3 | 0 |
| Jan 2025 | $103M | $102.7M | $330.7K | 3 | 0 |
| Nov 2024 | $103M | $102.7M | $330.7K | 3 | 0 |
| Nov 2024 | $103M | $102.7M | $330.7K | 3 | 0 |
DateJan 2025
Total AUM$105M
Discretionary$104.7M
Non-Disc.$324.4K
Employees3
Clients0
DateJan 2025
Total AUM$103M
Discretionary$102.7M
Non-Disc.$330.7K
Employees3
Clients0
DateNov 2024
Total AUM$103M
Discretionary$102.7M
Non-Disc.$330.7K
Employees3
Clients0
DateNov 2024
Total AUM$103M
Discretionary$102.7M
Non-Disc.$330.7K
Employees3
Clients0