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RCN WEALTH ADVISORS, INC.

· CRD 163562 · IAPD ↗ · rcnwa.com · 410-956-6003

$74.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2026 — RCN WEALTH ADVISORS, INC. reported RAUM up 28% ($58.4M -> $74.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
March 2026 — RCN WEALTH ADVISORS, INC. (location n/a) is newly SEC-registered with $58.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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