RS Wealth Management, Inc.
RIASEC Registered
Total AUM
$47.7M
Discretionary
$0
0% of AUM
Avg account
$663K
Accounts
72
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 167002
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
RS Wealth Management, Inc. is a small, individually owned advisory firm that serves private individuals and families, with a stated focus on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also engages in other financial product sales. Filings indicate the adviser does not position itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds2%
Contacts
1 of 1
Carroll Smith
Investment AdvisorCRD 2832133
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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