Rcm Wealth Advisors
Rcm Wealth Advisors is an SEC-registered mass-market adviser in Chicago, IL with $388.8M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Rcm Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153641, SEC 801-92177, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $388.8M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Location
- Chicago, IL
- Employees
- 15
- Clients
- 830
- CRD
- 153641
- Ownership
- SCHWARTZ, ROBERT; WEBB, TIMOTHY, M; CAVANAUGH, MICHAEL, ALAN
How much AUM does Rcm Wealth Advisors have?
Rcm Wealth Advisors reported $388.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Rcm Wealth Advisors?
Disclosed owners and executives of Rcm Wealth Advisors include SCHWARTZ, ROBERT, WEBB, TIMOTHY, M, CAVANAUGH, MICHAEL, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.