RBS WEALTH MANAGEMENT, LLC
Legal name: RBS WEALTH MANAGEMENT
CRD #336536 SEC #801-132881 ALTO, MI 616-591-5080
SEC Registered
Total AUM
$297.5M
Discretionary
$297.5M
Employees
5
Clients
0
Accounts
1,135
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 2, 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 |
|---|---|---|---|---|
| Kim, Kevin, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kim, Kevin, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| Stephen, Ryan, Bernard | I | MEMBER AND MANAGER | E | Control |
| Stephen, Ryan, Bernard | I | MEMBER AND MANAGER | E | Control |
Registrations
Federal
IA
Oct 2, 2025 REGISTERED
Notice Filings (1)
MI
Address
6840 WHITNEYVILLE AVE SEALTO, MI 49302
United States
Phone: 616-591-5080