RIA · CRD 167002SEC-Registered

Updated:

RS Wealth Management

RS Wealth Management, Inc. is an SEC-registered investment adviser with $48 million in regulatory assets under management. The firm has 1 employee and 1...

RS Wealth Management

RS Wealth Management, Inc. is an SEC-registered investment adviser with $48 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

RIA

Frequently asked questions

What is RS Wealth Management's core business?

RS Wealth Management is a registered investment advisor (RIA), which typically means it provides personalized financial planning and asset management to high-net-worth clients. No public records detail its specific services, such as tax planning or estate strategies.

Does RS Wealth Management make direct investments?

There is no evidence that RS Wealth Management engages in direct private equity, venture capital, or real estate deals. As an RIA, it likely invests through third-party funds, ETFs, and separately managed accounts rather than originating proprietary transactions.

Who are the principals of RS Wealth Management?

Public sources do not list any named principals at RS Wealth Management. Without a website or regulatory filings that name executives or advisors, the leadership remains anonymous.

Is RS Wealth Management a family office?

No public information identifies RS Wealth Management as a family office. The firm's name suggests it is a corporate RIA serving multiple clients, not a dedicated structure for a single family.

How does RS Wealth Management source investments?

As no investment approach is publicly documented, the firm likely relies on open-architecture platforms and financial advisors' recommendations. Without public data, its sourcing methodology is speculative.

What sectors does RS Wealth Management focus on?

No sector preferences are disclosed in public records. The firm's focus likely spans standard asset classes like equities, fixed income, and alternatives based on client needs.

Where is RS Wealth Management headquartered?

The firm's city and state are not confirmed in public sources. Its registration as an RIA would be with a state or the SEC, but the location is not available from the given inputs.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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