Rcm Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 4, 2026, reports $389M in regulatory assets under management, 15 employees, 4 offices, and 1,123 accounts.
Assets Under Management
$389M
Employees
15
Offices
4 offices
Total Clients
830
Primary office
CHICAGO, IL
318 W ADAMS ST, 10TH FLOOR, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.8% of total clients.
Top client categories% of clientsClients
1
Individuals
77.8%
646
2
HNWI
18.2%
151
3
Pension Plans
4.0%
33
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$389Mas of March 4, 2026
Discretionary45.5%
$177M
45% of total RAUM45.5%
Non-discretionary54.5%
$212M
55% of total RAUM54.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$389M
Total Accounts1,123
10Y AUM Change+$209M (+116.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee55:1
10Y Employee Change+2 (+15.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.