RTS Private Wealth Management Employee Directory

Financial ServicesArizona, United States2-10 Employees

RTS Private Wealth Management is a small financial services firm based in Phoenix, Arizona, that provides fiduciary wealth management. It pursues a conservative, objective approach to portfolio management and investment consulting, emphasizing high-quality investments, diversification, and minimizing risk and expenses, with Advanced Planning and Relationship Management included. 

The firm serves a national clientele, offering comprehensive wealth management tailored to clients' financial objectives as well as their lifestyle and family values. As an SEC-regulated registered investment adviser, RTS operates under fiduciary duty to place clients' interests first, delivering objective advice and full disclosure. Its principals include CEO and Founder David Robinson, a CFP; President Keith Tigue, an MBA; and CFO/CCO Lisa Sponcil.

Find RTS Private Wealth Management employees' phone numbers or email addresses

RTS Private Wealth Management Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

RTS Private Wealth Management's Leadership

  • Stylized image of a person
    D. R. C.
    Ceo & Founder / Cfp® (certified Financial Planner®) Wealth Manager
    Phone icon
  • Stylized image of a person
    J. W.
    Sr. Client Service Associate
    Phone icon
  • Stylized image of a person
    B. P.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    R. W.
    Phone icon
  • Stylized image of a person
    T. E.
    Phone icon

RTS Private Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from RTS Private Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. R. C.
    Ceo & Founder / Cfp® (certified Financial Planner®) Wealth Manager
    Phone icon
    United StatesArizona
    Jun 01, 2026
  • Stylized image of a person
    J. W.
    Sr. Client Service Associate
    Phone icon
    May 31, 2026
  • Stylized image of a person
    B. P.
    Administrative Assistant
    Phone icon
    United StatesArizona
    Oct 23, 2024
  • Stylized image of a person
    R. W.
    Phone icon
    UNITED STATES
    Jul 13, 2023
  • Stylized image of a person
    T. E.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is RTS Private Wealth Management known for?

Minus sign iconPlus sign icon
RTS Private Wealth Management was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 2425 East Cambelback Road Suite 620 Phoenix, Arizona 85016 United States; you can contact the main corporate office by phone at . Explore RTS Private Wealth Management's company overview page for more information.

What is RTS Private Wealth Management's most common email format?

Minus sign iconPlus sign icon
RTS Private Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more RTS Private Wealth Management email formats with LeadIQ.

How many employees does RTS Private Wealth Management have currently?

Minus sign iconPlus sign icon
RTS Private Wealth Management has approximately 2 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are RTS Private Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, RTS Private Wealth Management's key employees include:

  • Ceo & Founder / Cfp® (certified Financial Planner®) Wealth Manager: D. R. C.
  • Sr. Client Service Associate: J. W.
  • Administrative Assistant: B. P.
  • : R. W.
  • : T. E.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.