RBG Wealth Advisors Revenue

Investment Management • Memphis, Tennessee, United States • 1-10 Employees

RBG Wealth Advisors revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at RBG Wealth Advisors

Greg Davis

CEO and Wealth Advisor

Company overview

Headquarters	5100 Wheelis Dr, Suite 211, Memphis, Tennessee 38117, US
NAICS	5231
Keywords	Tax Planning, Wealth Management, Financial Planning, Investment Consulting, Charitable Giving
Founded	2022
Employees	1-10

RBG Wealth Advisors Email Formats

RBG Wealth Advisors uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@rbgwa.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@rbgwa.com	100%

About RBG Wealth Advisors

RBG Wealth Advisors is a locally owned, independent, fee-only wealth advisory firm based in Memphis. RBGWA was created in 2022 through a strategic partnership with Reynolds, Bone & Griesbeck PLC, an accounting firm with a reputation for providing exceptional professional services for more than 100 years. Steered by executives who are CPA and CFP® professionals, RBG Wealth Advisors offers dynamic wealth management and advisory services to ensure guidance you trust, support you count on, and growth you can see. Our goal is to help clients grow and protect a lifetime of assets in order to reach their financial goals, because your success is our success. We challenge and inspire our people and clients to achieve their goals while creating lasting legacies. As an independent registered investment advisory firm, we do not offer proprietary investment products. We offer fee-only advisory services, enabling us to serve your needs in a fiduciary capacity and deliver advice in an unbiased, objective manner.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Funding Data

RBG Wealth Advisors has never raised funding before.

Frequently asked questions

RBG Wealth Advisors is located in Memphis, Tennessee, US.

RBG Wealth Advisors generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

RBG Wealth Advisors has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

RBG Wealth Advisors was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

RBG Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at RBG Wealth Advisors

Greg Davis

CEO and Wealth Advisor

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