| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory O'Neal Davis Control | Chief Executive Officer And Chief Compliance Officer | 10-25% | 2022 |
| Rbg Spe, LLC Control | Member | 50-75% | 2022 |
| Timothy Wayne Ellis Control | Chief Investment Officer | 10-25% | 2022 |
Rbg Wealth Advisors LLC reports $154.8 million in regulatory assets under management on its Form ADV.
Rbg Wealth Advisors LLC reports 4 employees.
Rbg Wealth Advisors LLC is based in Memphis, TN and has been SEC-registered since 2024.
Rbg Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5100 Wheelis Dr, Suite 211, Memphis, TN 38117 |
| Phone | 901-244-2980 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $146.6M |
| Non-discretionary | $8.2M |
| Total (RAUM) | $154.8M |