$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-05-2024
- Office Locations
- 2
Office Locations
9250 S Dixie HWY Suite 1250 Miami FL
9350 South Dixie Highway Suite 1250 Miami FL
About RC Private Wealth, LLC
RC Private Wealth, LLC is a Miami-based RIA with 2 offices. The firm has been operating for 1 years. Managing $1.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
Behzad Cesar Ravan
Chief Compliance Officer, Managing Member, Partner
- CRD
- #7838660
- Ownership
- 75% or more
Available
Available
Available
C
Clara Salvai
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,172,232 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,172,232 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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