← Directory
RBG WEALTH ADVISORS LLC
CRD 319486File 801-131678
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$154.8M
Bottom 25% of cohort (national)
Discretionary AUM
$146.6M
Non-discretionary $8.2M
Clients
80
329 accounts
Employees
4
Bottom 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Dec 20, 2024
- Principal office
- 5100 WHEELIS DR, SUITE 211, MEMPHIS, TN, 38117
- Phone
- 901-244-2980
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $154.8M
- Discretionary AUM
- $146.6M
- Non-discretionary AUM
- $8.2M
- Discretionary accounts
- 316
- Non-discretionary accounts
- 13
- Total accounts
- 329
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $6.5M |
| High net worth individuals | 46 | $137.6M |
| Pension and profit sharing plans | Fewer than 5 | $964K |
| Individuals (other than high net worth individuals) | 26 | $9.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 11This 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.