RTS Private Wealth Management Revenue
Financial Services • 
Phoenix, Arizona, United States • 1-10 Employees
RTS Private Wealth Management revenue & valuation
| Annual revenue | $3,200,000 |
| Revenue per employee | $1,600,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $10,300,000 |
| Total funding | No funding |
Key Contact at RTS Private Wealth Management
David Robinson
CEO & Founder / CFP® (CERTIFIED FINANCIAL PLANNER®) Wealth Manager
Company overview
| Headquarters | 2425 E. Cambelback Rd, Suite 620, Phoenix, Arizona 85016, US |
| Phone number | +19133872096 |
| Websites | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Financial Consulting, Portfolio Management, Financial Planning, Investment Management |
| Employees | 1-10 |
| Socials |
RTS Private Wealth Management Email Formats
RTS Private Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@rtsadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@rtsadvisors.com | 100% |
About RTS Private Wealth Management
We practice fiduciary wealth management, a prudent and methodical approach based on understanding not only your financial objectives but also your lifestyle and family values. You will have an experienced wealth manager providing personal service with your long-term interests always at the forefront. Our goal is to protect your hard-earned assets and safely grow your wealth using independent solutions tailored to match your aims and responsibilities. Our conservative approach to portfolio management, Investment Consulting, emphasizes high-quality investments, diversification and minimizing risk and expenses. As fiduciaries, we go beyond portfolio management by also providing Advanced Planning and Relationship Management. When you join our family of wealth managers you will enjoy a close, powerful relationship with a trusted advisor who will get to know you and your family, streamline your financial affairs, stay in close contact, and take the worry out of managing your money and planning your future. Our philosophy is to build close, enduring relationships with our national clientele while providing them with comprehensive wealth management services. Principals include CEO & Founder David Robinson, a CFP; President Keith Tigue, an M.B.A.; and CFO, CCO Lisa Sponcil. RTS is a Registered Investment Advisor (RIA) regulated by the SEC. As an RIA we are bound by law to act as a fiduciary, always putting your interests first by providing objective advice and full disclosure.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
RTS Private Wealth Management has never raised funding before.
RTS Private Wealth Management Tech Stack
Discover the technologies and tools that power RTS Private Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Performance
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Form builders
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JavaScript libraries
CDN
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Miscellaneous
Security
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Programming languages
United Kingdom
South Africa
Canada
Frequently asked questions
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