AUMdb

Rls Private Wealth Consulting, Inc.

State-registered Investment Adviser CRD 312496 · · www.linkedin.com
☆ Save with Pro ADV data as of Jun 26, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
2

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Alex Baier Registered representative CFP Feb 2025 (2y)
Rhonda Lynn Staelgraeve Secor Registered representative CFP Jan 2026 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/26/2026 1.02 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Hourly charges
  • Fixed fees
  • Other fees
  • A PERCENTAGE OF ASSETS UNDER YOUR ADVISEMENT

Services

  • Financial planning services
  • Educational seminars/workshops
  • Other services

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 26, 2026.

View current Form ADV (SEC/IAPD) ↗