RS Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Lutherville MD
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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