SourcingSourcing

RBS WEALTH MANAGEMENT, LLC

B51
CRD 336536·SEC 801-132881·ALTO, MI
AUM
$322.3M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$967K
@ 30% margin
Est. Deal Value
$7.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RBS WEALTH MANAGEMENT, LLC
CRD
336536
SEC file #
801-132881
EIN
—
DBA names
Rbs Wealth Management

Economics

AUM
$322.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$297.5M → $322.3M▲ +8%
Client mix
Individuals Other377
Individuals High Net Worth91
Charitable Organizations2
Corporations2

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
3 advisors → 2 advisors▼ -33%
Primary office
ALTO MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
rbswealthmgt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Stephen, Ryan, Bernard
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Stephen, Ryan, Bernard
Kim, Kevin, M
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RBSWEALTHMGT.COM
Rdap Domain Creation Date
2021-10-05T19:17:02Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3695
Soi Zip Pct 200k Plus
0.1201
Soi Zip Returns 200k Plus
520
Soi Zip Total AGI
519,255
Fdic Zip Total Deposits
28,449,000
Fdic Zip Branch Count
4
Fdic Zip Top Banks
United Bank of Michigan

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
United Bank of MichiganAlto, MI
United Bank of MichiganAlto, MI
Fdic Zip HHI
10,000
Fdic Zip Top Bank Share Pct
100
Fdic Zip Year
1997
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-05T19:17:02Z
Rdap Domain Last Changed
2026-01-06T20:47:16Z
Rdap Nameservers
Ns19.domaincontrol.comNs20.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI11,067
Returns1,100
Stub 2
AGI24,617
Returns660
Stub 3
AGI32,252
Returns520
Soi Zip Total Business Income
18,116
Soi Zip Total Cap Gains
41,334
Soi Zip Total Dividends
14,010
Soi Zip Total Returns
4,330
Top Owner CRD
5658456
Trust Company Affiliate
No

People (3)

3
Stephen, Ryan, Bernard
IAR · Direct Owner · 87.5%
5658456
KIM, KEVIN, MIN
Executive Officer · 2.5%
8004229
Adam Wayne Minor
IAR
7694602