$47.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
144 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-16-2013
- Office Locations
- 1
Office Locations
-- Lutherville MD
About RS Wealth Management, Inc.
RS Wealth Management, Inc. is a Maryland-registered investment adviser serving U.S. residents, providing financial and investment planning, portfolio construction, tax planning, and insurance guidance for retail clients, including entrepreneurs. The firm predominantly implements portfolios with ETFs (alongside cash and mutual funds) and custodies with Pershing.
Team overview
-- AVG AGE
$47.7M AVG AUM / ADVISOR
$331.4K AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
C
CARROLL RYAN SMITH
Chief Compliance Officer, President
- CRD
- #2832133
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $47,723,985 | -- |
| Total | $47,723,985 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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