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RBG WEALTH ADVISORS LLC

MEMPHIS, TN · CRD 319486 · IAPD ↗ · 901-244-2980

$154.8MRegulatory AUM
4Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — RBG WEALTH ADVISORS LLC reported RAUM up 47% ($105.0M -> $154.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — RBG WEALTH ADVISORS LLC now reports custody of client assets ($27.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
February 2025 — RBG WEALTH ADVISORS LLC 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
95
January 2025 — RBG WEALTH ADVISORS LLC (MEMPHIS, TN) is newly SEC-registered with $103.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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