RS Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$47,723,985
Clients
72
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
72
Very HighAverage account size
$662,833
About
RS Wealth Management, Inc. is an SEC-registered, single-advisor investment advisory firm that provides non‑discretionary portfolio management and related financial planning to individuals, including high‑net‑worth clients. As of December 31, 2025, the firm reported about $47.7 million in client assets across roughly 72 client relationships and primarily advises on mutual funds and exchange‑traded funds.
The firm provides tailored, non‑discretionary recommendations after gathering clients’ investment objectives, risk tolerance, and financial information, and it monitors and rebalances portfolios while requiring client approval before executing transactions. RS Wealth’s stated methods include fundamental and technical analysis and the use of both long‑ and short‑term trading when suitable; the brochure notes tax efficiency is not a primary consideration unless specifically agreed in writing.
Distinctive features disclosed in the brochure include that the firm manages essentially no discretionary assets (all AUM reported as non‑discretionary) and that its representatives are licensed independent insurance agents who may sell commissionable insurance products in addition to charging advisory fees. The firm also routinely directs business to and recommends specific custodians (Shareholder Services Group and Pershing) and discloses the potential receipt of brokerage products or services from those providers, a set of external relationships that is less common among peer independent advisors.
Client services
Portfolio management
Expertise
Wealth management
Retirement income strategy
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% Over $2,000,000+: Negotiable
Insurance commissions earned by associated persons are separate and in addition to advisory fees.
Main office location
RS Wealth Management, Inc.
Lutherville MD, United States
Number of offices
1
Most active in
RS Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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