RCM WEALTH ADVISORS

RCM WEALTH ADVISORS of CHICAGO, IL is an SEC-registered investment adviser (CRD 153641). Regulatory assets under management: $388.8M.

Registration

• CRD: 153641
• SEC file number: 801-92177
• Type: Registered investment adviser
• Location: 318 W ADAMS ST, CHICAGO, IL, 60606
• Phone: 866-903-1822
• Latest filing: 2026-03-04
• Regulatory AUM: $388.8M
• Discretionary AUM: $176.8M
• Non-discretionary AUM: $212.0M
• Clients: 15
• Accounts: 1,123

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153641 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search