RSG WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
2

Firm details

Headquarters
LAS VEGAS, Nevada
CRD number
300943
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

RSG Wealth Management, LLC is organized as a limited liability company and operates primarily as a capital allocator that selects and oversees outside managers rather than running large in-house investment platforms. The firm’s registered activity is listed as "Selection Of Other Advisers," which signals a focus on sourcing and monitoring third-party portfolio managers and external fund managers for client portfolios. Fee arrangements are designated as "Other," and the firm is not identified as an active ESG investor. The adviser’s public profile indicates an individual ownership structure and limited public reporting of client-facing activity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Allain Roy

    President, CEOCRD 7082814

Contacts

1 of 1
  • DAN STRIDSBERG

    Managing DirectorCRD 4709834

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LAS VEGAS, NV

CLARK

Location

LAS VEGAS, NV

Headquartered in LAS VEGAS, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
CLARK
Address
708 Canyon Brook Pl
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth