RCM WEALTH ADVISORS

RIASEC RegisteredEst. 2015

Total AUM

$389M

Discretionary

$177M

45% of AUM

Avg account

$346K

Accounts

1,123

Employees

15

Advisory reps

13

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 153641
Registered since: April 20, 2015
Website: www.rcmwa.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans46.58%
HNWI31.29%
Individuals22.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

RCM Wealth Advisors is an independent registered investment adviser organized as an LLC and operating since 2015. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. They also operate as an insurance broker and charge clients via a mix of AUM-based fees, hourly fees, and fixed fees. The firm is not positioned as a capital allocator and is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities65%
US Government Bonds15%
Investment Grade Corp Bonds10%
Cash & Cash Equivalents7%
Non-Investment Grade Corp Bonds3%

Owners & executives

2 of 2

TIMOTHY WEBB
CIO & CCOCRD 4735714
CHRISTOPHER CHIU
Chief Market StrategistCRD 6134847

Contacts

3 of 11

Daniel Dickerson
Registered RepresentativeCRD 2991975
GEORGE TKACZUK
Portfolio ManagerCRD 4704688
JAMES BELLINGER
Investment AdvisorCRD 1007433

Unlock 8 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area: Chicago-Naperville, IL-IN-WI
Region: Midwest
County: COOK
Address: 318 W Adams St
Time zone: CT (UTC-6)
Office locations

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