Rbs Wealth Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 336536
· SEC file 801-132881
· Alto, MI
· rbswealthmgt.com
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ADV data as of Mar 24, 2026
- Regulatory AUM
- $322M
- Discretionary
- $315M
- Clients
- 472
- Avg AUM / client
- $683K
- Accounts
- 1,315
- Employees
- 6
AUM over time
$0
$322M
Dec 2024
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 377 | $89.0M | 27.6% |
| High net worth individuals | 91 | $231M | 71.7% |
| Charitable organizations | 2 | $2.1M | 0.66% |
| Corporations and other businesses | 2 | $111K | 0.03% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Permian Basin Area Foundation EIN 752295008 | Midland, TX | 12/31/2024 |
| The Humane League EIN 043817491 | Rockville, MD | 12/31/2024 |
| Patricia And Mark Joseph Shelter Foundation Inc EIN 521738992 | Baltimore, MD | 12/31/2024 |
| St Petersburg College Foundation Inc EIN 591954362 | St Petersburg, FL | 03/31/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C. Showing first 100 of 146.
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Wayne Minor | Registered representative | Aug 2025 (1y) | ||
| Ryan Bernard Stephen | Registered representative | Aug 2025 (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.
Retirement plans served (100)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The River School 403(b) Plan | The River School | 96 | $14.1M | 09/01/2024 |
| American Association Of Colleges Of Nursing Defined Contribution Plan | American Association Of Colleges Of Nursing | 62 | $27.3M | 08/01/2024 |
| Community Health Of Central Washington 401(k) Profit Sharing Plan | Community Health Of Central Washington | 345 | $29.5M | 07/01/2024 |
| Voce 401(k) Profit Sharing Plan | Voce | 331 | $26.1M | 07/01/2024 |
| Choice Academies, Inc. 401(k) Plan | Choice Academies, Inc. | 97 | $2.9M | 07/01/2024 |
| Asbestos Workers Philadelphia Pension Fund | Asbestos Workers Philadelphia Pension Fund | 466 | $238M | 07/01/2024 |
| Seiu 775 Secure Retirement Plan | Board Of Trustees, Seiu 775 Secure Retirement Trust | 80,027 | $498M | 07/01/2024 |
| South Central Minnesota Electrical Workers Retirement And 401(k) Plan | Trustees Of South Central Minnesota Elec Workers Retirement And 401(k) | 1,621 | $336M | 07/01/2024 |
| Voss Electric Company 401(k) Plan | Voss Electric Company | 120 | $14.6M | 07/01/2024 |
| Plumbers & Steamfitters Local 146 Pension Plan | Plumbers & Steamfitters Local 146 Pension Plan | 386 | $54.0M | 07/01/2024 |
| Pipe Fitters Local No 533 Individual Account Plan | Pipe Fitters Local No 533 Individual Account Plan | 1,509 | $302M | 06/01/2024 |
| Ibew Local Union No 252 Def Contrib Plan 401 K Plan | Jt Board Trustees Ibew Local 252 | 1,284 | $143M | 06/01/2024 |
| Frisch's Restaurants, Inc. Pension Plan | Frm Holding Company Llc | 41 | $9.6M | 06/01/2024 |
| Minneapolis Operative Plasterers' Retirement Plan | Trustees Of Minneapolis Operative Plasterers' Retirement Plan | 168 | $69.1M | 05/01/2024 |
| Ibew Local Union No. 520 Annuity Plan | Board Of Trustees Of Ibew Local Union No. 520 Annuity Trust Fund | 4,484 | $138M | 01/01/2024 |
| The Classic 401(k) Plan | Elite Properties Of America, Inc. Dba Classic Companies | 406 | $31.7M | 01/01/2024 |
| Htc America, Inc. 401(k) Plan | Htc America, Inc. | 98 | $32.6M | 01/01/2024 |
| Denali Universal Services 401(k) Retirement Plan | Denali Universal Services, Llc | 1,109 | $36.9M | 01/01/2024 |
| 2 Seventy Bio, Inc. 401(k) Plan | 2 Seventy Bio, Inc. | 69 | $32.3M | 01/01/2024 |
| Child Care Aware Of America 403(b) Retirement Plan | Child Care Aware Of America | 127 | $13.7M | 01/01/2024 |
| Mohawk Northeast, Inc. Retirement Plan | Mohawk Northeast, Inc. | 328 | $35.6M | 01/01/2024 |
| Ames Rubber Corporation Savings And Investment Plan | Ames Rubber Corporation | 110 | $10.8M | 01/01/2024 |
| Otis Products, Inc. 401(k) Safe Harbor Plan | Otis Products, Inc. Dba Otis Technology, Inc. | 98 | $13.2M | 01/01/2024 |
| Western Washington Medical Group 401(k) Retirement Plan And Trust | Western Washington Medical Group, Inc., P.S. | 349 | $106M | 01/01/2024 |
| The Meyers Printing Companies, Inc. 401(k) Savings And Retirement Plan | The Meyers Printing Companies, Inc. | 177 | $28.9M | 01/01/2024 |
Top 25 of 100 plans by assets.
From Form 5500 service-provider disclosures.
Foundations & charities (4)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Permian Basin Area Foundation | Public charity | $331M | 12/31/2024 |
| The Humane League | Public charity | $25.8M | 12/31/2024 |
| Patricia And Mark Joseph Shelter Foundation Inc | Public charity | $47.1M | 12/31/2024 |
| St Petersburg College Foundation Inc | Public charity | $95.3M | 03/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 906 KB | 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
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $322M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗