RBF WEALTH ADVISORS

Legal name: ROMAN BUTLER FULLERTON & CO

CRD 104771File 801-20351

APPROVED

Retail clients

Custody

Filing as of Apr 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$716.1M

Above cohort median (national)

Discretionary AUM

$716.1M

Clients

1,289

2,421 accounts

Employees

Above cohort median in MO

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Mar 1, 1984
Principal office: 680 CRAIG ROAD, SUITE 201, ST. LOUIS, MO, 63141
Phone: 314-997-1652
Website: https://www.dentalwealthrx.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $716.1M
Discretionary AUM: $716.1M
Non-discretionary AUM: $0
Discretionary accounts: 2,421
Non-discretionary accounts: 0
Total accounts: 2,421
AUM per client: $556K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	24	$21.5M
Charitable organizations	14	$2.3M
High net worth individuals	273	$522.5M
Pension and profit sharing plans	7	$20.7M
Individuals (other than high net worth individuals)	971	$149.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.