This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$0Item 5.F on the latest filing (2024-09-09); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

0

Employees

5

Advisory employees

4

Offices

3Schedule D 1.F, beyond the principal office

Accounts

0

SEC number

801-130702

CRD

330564

Filings on the tape

4

First filed

Jun 18, 2024

Latest filed

Sep 9, 2024

Organised

Limited Liability Company, New York

• Occurred

  Dec 31, 2024
  Advisor departed, no destination yet

  Chase Allan Smith no longer registered at Rbt Wealth Llc; no later IA registration on IAPD

  Form ADVobserved 4 days ago
• Occurred

  Dec 31, 2024
  Advisor departed, no destination yet

  Rajan Kumar no longer registered at Rbt Wealth Llc; no later IA registration on IAPD

  Form ADVobserved 4 days ago
• Occurred

  Jun 18, 2024
  First Form ADV filing

  Rbt Wealth Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:be46dcf8-517d-bd0e-4f77-b276872e190d

First observed

Jun 18, 2024

Last observed

Sep 9, 2024 24 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.