{
  "crd_number": 319486,
  "slug": "rbg-wealth-advisors-llc-memphis-tn-319486",
  "primary_business_name": "RBG WEALTH ADVISORS LLC",
  "legal_name": "RBG WEALTH ADVISORS LLC",
  "dbas": [],
  "city": "Memphis",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "32820",
  "metro": {
    "cbsa_code": "32820",
    "common_name": "Memphis",
    "msa_name": "Memphis, TN-MS-AR",
    "path": "/advisors/tn/memphis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-12-20",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": 154758579.0,
  "raum_discretionary": 146572491.0,
  "raum_non_discretionary": 8186088.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 9692889.0,
      "count": 26
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 963552.0,
      "count": 1,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 137600261.0,
      "count": 46
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 6501877.0,
      "count": 7
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/rbgwealthadvisors",
    "https://linkedin.com/company/rbg-wealth-advisors",
    "https://rbgwa.com",
    "https://twitter.com/RBGwealth901"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319486",
  "city_as_filed": "MEMPHIS",
  "url": "https://advisorcensus.com/firm/rbg-wealth-advisors-llc-memphis-tn-319486",
  "display_name": "RBG Wealth Advisors LLC",
  "summary": "RBG Wealth Advisors LLC is an SEC-registered investment advisory firm in Memphis, TN, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.",
  "citation": "AdvisorCensus. RBG Wealth Advisors LLC (CRD 319486): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is RBG Wealth Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), RBG Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is RBG Wealth Advisors LLC located?",
      "a": "RBG Wealth Advisors LLC's principal office is in Memphis, TN, according to its Form ADV."
    },
    {
      "q": "Is RBG Wealth Advisors LLC registered with the SEC or a state?",
      "a": "RBG Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 319486."
    },
    {
      "q": "How much does RBG Wealth Advisors LLC manage?",
      "a": "RBG Wealth Advisors LLC reports $154,758,579 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (95% discretionary)."
    },
    {
      "q": "How have RBG Wealth Advisors LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for RBG Wealth Advisors LLC: Regulatory assets under management: $105,016,228 in the October 2025 data and $154,758,579 in the October 2026 data, up 47%. Total employees: 3 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does RBG Wealth Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (26); corporations or other businesses not listed above (7)."
    },
    {
      "q": "Which custodians does RBG Wealth Advisors LLC use?",
      "a": "RBG Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does RBG Wealth Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319486"
    },
    {
      "q": "Does RBG Wealth Advisors LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 says: \"Generally, RBGWA has a client minimum of $1,000,000 in investable assets. However, this requirement may be waived at RBGWA’s discretion.\""
    },
    {
      "q": "What changed in RBG Wealth Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $105,016,228 to $154,758,579 (+47%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 105016228.0,
      "total_employees": 3,
      "filing_date": "2025-01-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 154758579.0,
      "total_employees": 4,
      "filing_date": "2026-03-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $105,016,228 to $154,758,579 (+47%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Generally, RBGWA has a client minimum of $1,000,000 in investable assets. However, this requirement may be waived at RBGWA’s discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Generally, RBGWA has a client minimum of $1,000,000 in investable assets. However, this requirement may be waived at RBGWA’s discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/rbg-wealth-advisors-llc-memphis-tn-319486.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 26,
      "fewer_than_5": false,
      "raum": 9692889.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 46,
      "fewer_than_5": false,
      "raum": 137600261.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 963552.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 6501877.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319486",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}