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RBF WEALTH ADVISORS

ST. LOUIS, MO · CRD 104771 · IAPD ↗ · dentalwealthrx.com · 314-997-1652

$716.1MRegulatory AUM
16Advisory reps
17Employees
0Clients
26-50Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — RBF WEALTH ADVISORS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — RBF WEALTH ADVISORS reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
March 2025 — RBF WEALTH ADVISORS reported RAUM up 25% ($517.5M -> $647.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
December 2024 — RBF WEALTH ADVISORS notice-filed in NE, OR, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2024 — RBF WEALTH ADVISORS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
March 2024 — RBF WEALTH ADVISORS crossed $500M in regulatory AUM ($435.3M -> $517.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.