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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RBG SPE, LLC | DE | MEMBER | E | Control |
| RBG SPE, LLC | DE | MEMBER | E | Control |
| RBG SPE, LLC | DE | MEMBER | E | Control |
| RBG SPE, LLC | DE | MEMBER | E | Control |
| DAVIS, GREGORY, O'NEAL | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| DAVIS, GREGORY, O'NEAL | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| DAVIS, GREGORY, O'NEAL | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| DAVIS, GREGORY, O'NEAL | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| ELLIS, TIMOTHY, WAYNE | I | CHIEF INVESTMENT OFFICER | B | Control |
| ELLIS, TIMOTHY, WAYNE | I | CHIEF INVESTMENT OFFICER | B | Control |
| ELLIS, TIMOTHY, WAYNE | I | CHIEF INVESTMENT OFFICER | B | Control |
| ELLIS, TIMOTHY, WAYNE | I | CHIEF INVESTMENT OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| REYNOLDS, BONE & GRIESBECK P.L.C. | DE | RBG SPE, LLC | E | Control |
| REYNOLDS, BONE & GRIESBECK P.L.C. | DE | RBG SPE, LLC | E | Control |
Registrations
Federal
IA
Jan 13, 2025 REGISTERED
Notice Filings (2)
TN TX
Address
5100 WHEELIS DRSUITE 211
MEMPHIS, TN 38117
United States
Phone: 901-244-2980