Rts Private Wealth Management

Rts Private Wealth Management (CRD# 117676) is a financial advisory firm headquartered in Phoenix, AZ. They manage $224,557,167 in 756 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    225
    MILLION
  • Total Number of Accounts
    756
    ACCOUNTS
  • Average Account Value
    $297,033
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, IA, NH, OH, TX

Financial Advisors at Rts Private Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
David S. Robinson, Jr.
CRD#: 4484256
2425 E. Camelback Road, Suite 620, Phoenix, AZ 85016
96
Wealthminder
score

David Robinson, Jr. (CRD# 4484256) is an Investment Advisor Representative working at Rts Private Wealth Management in Phoenix, AZ and has over 16 years of experience in the finance industry. David Robinson, Jr. has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michelle A. Anderson
CRD#: 2955655
2425 E. Camelback Rd., Suite 620, Phoenix, AZ 85016
93
Wealthminder
score

Michelle Anderson (CRD# 2955655) is an Investment Advisor Representative working at Rts Private Wealth Management in Phoenix, AZ and has over 19 years of experience in the finance industry.

3
Michael H. Hirte
CRD#: 6093052
2425 E. Camelback Road, Suite 620, Phoenix, AZ 85016
77
Wealthminder
score

Michael Hirte (CRD# 6093052) is an Investment Advisor Representative working at Rts Private Wealth Management in Phoenix, AZ and has over 3 years of experience in the finance industry.

4
Keith M. Tigue
CRD#: 4591478
2425 E. Camelback Rd., Suite 620, Phoenix, AZ 85016
73
Wealthminder
score

Keith Tigue (CRD# 4591478) is an Investment Advisor Representative working at Rts Private Wealth Management in Phoenix, AZ and has over 12 years of experience in the finance industry.

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