Rbg Wealth Advisors LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 319486
- SEC number
- 801-131678
- Firm type
- RIA
- Assets under management
- $154.8M as of Mar 17, 2026
- Website
- www.facebook.com/rbgwealthadvisors ↗
- Phone
- 901-244-2980
- Address
- 5100 Wheelis Dr, Memphis, TN, 38117
Advisors at this firm
4 in our index · page 1 of 1
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Gregory O'neal DavisCRD 6104801 · Memphis, TNIA Registered
-
Timothy Wayne EllisCRD 6447695 · Memphis, TNIA Registered
-
Lisa Marie ShiveCRD 6484194 · Memphis, TNIA Registered
-
Matthew Peter SullivanCRD 8235474 · Memphis, TNIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 319486 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.