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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2025
- Office Locations
- 1
Office Locations
About RBS Wealth Management
RBS Wealth Management is an SEC-registered RIA based in Alto, Michigan serving clients nationwide, including business owners, multi-generation high-net-worth families, and professionals. The firm provides wealth management, retirement, multigenerational and business succession planning, emphasizing tax-efficient strategy and diversified portfolios across taxable, tax-free and income-generating investments; clients can access accounts via Schwab Alliance.
Team overview
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Custodian
Investment Themes
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Services
Technology
Owner & Executives
Ryan Bernard Stephen
Manager
- CRD
- #5658456
- Ownership
- 75% or more
KEVIN MIN KIM
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Adam Wayne Minor
--
- CRD
- #7694602
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $314,579,034 | $240,688 |
| Non-Discretionary | $7,745,080 | $968,135 |
| Total | $322,324,114 | $245,113 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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