# RTB Wealth Advisors, LLC

> RTB Wealth Advisors, LLC is a state-registered investment advisory firm in McKinney, TX, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 10, 2026.

- CRD: 338599
- Filed as: RTB WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: McKinney, TX
- Filing period: October 2026
- Form ADV filing dated: April 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338599
- AdvisorCensus page: https://advisorcensus.com/firm/rtb-wealth-advisors-llc-mckinney-tx-338599

## Quick answers

**How is RTB Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), RTB Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is RTB Wealth Advisors, LLC located?**
RTB Wealth Advisors, LLC's principal office is in McKinney, TX, according to its Form ADV.

**Is RTB Wealth Advisors, LLC registered with the SEC or a state?**
RTB Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338599.

**How much does RTB Wealth Advisors, LLC manage?**
RTB Wealth Advisors, LLC reports $0 in regulatory assets under management in its Form ADV filing dated April 10, 2026.

**Does RTB Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338599

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rtbwealthadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RTB Wealth Advisors, LLC (CRD 338599): Form ADV filing data as of October 2026.