RBS WEALTH MANAGEMENT, LLC
RBS WEALTH MANAGEMENT, LLC of ALTO, MI is an SEC-registered investment adviser (CRD 336536). Regulatory assets under management: $322.3M.
Registration
- CRD: 336536
- SEC file number: 801-132881
- Type: Registered investment adviser
- Location: 6840 WHITNEYVILLE AVE SE, ALTO, MI, 49302
- Phone: 6167278484
- Latest filing: 2026-03-24
- Regulatory AUM: $322.3M
- Discretionary AUM: $314.6M
- Non-discretionary AUM: $7.7M
- Clients: 6
- Accounts: 1,315
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Ryan Bernard Stephen | MEMBER AND MANAGER | — |
| Kevin M Kim | CHIEF COMPLIANCE OFFICER | — |
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