RBS WEALTH MANAGEMENT, LLC
DBA: RBS WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $322.3M |
| Discretionary | $314.6M98% of AUM |
| Non-Discretionary | $7.7M |
| Client Accounts | 1,315 |
| Avg Account Size | $245K |
| Employees | 6 |
| Peak AUM | $322.3MMar 2026 |
AUM by Client Type
Total AUM
$322M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $322M | — | — | — | — |
| Discretionary AUM | $315M | — | — | ||
Key Metrics
| Total AUM | $322.3M |
| Discretionary | $314.6M |
| Employees | 6 |
| Client Accounts | 1315 |
| Client Range | 0 |
Contact & Location
Address
6840 WHITNEYVILLE AVE SE
ALTO MI 49302
Phone
6167278484
Filing History
3 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$315M
97.6% of AUM
Non-Discretionary
$8M
2.4% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported