RCA Wealth Strategies LLC

Overview

RCA Wealth Strategies LLC is a limited liability company operating as a non-independent retail registered investment adviser with an individual owner. The firm serves both individual and family clients as well as institutional clients, and generates advisory fees on a percentage-of-AUM basis. Its advisory focus is portfolio management for individuals and small businesses, and it also operates as an insurance broker, which aligns with the firm’s use of insurance products in client solutions. RCA Wealth Strategies is not positioned as a capital allocator and does not identify as an active ESG investor. The firm maintains an industry affiliation with an insurance company, suggesting distribution and product relationships that support its insurance-broker activities. It is not a multi-state adviser per the available data and is not newly formed.

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Location & Offices