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RCM WEALTH ADVISORS

CHICAGO, IL · CRD 153641 · IAPD ↗ · rcmwa.com · 866-903-1822

$388.8MRegulatory AUM
12Advisory reps
15Employees
0Clients
51-100Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — RCM WEALTH ADVISORS notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — RCM WEALTH ADVISORS notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — RCM WEALTH ADVISORS added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — RCM WEALTH ADVISORS reported RAUM up 27% ($254.8M -> $324.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
February 2025 — RCM WEALTH ADVISORS notice-filed in MA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2025 — RCM WEALTH ADVISORS grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.