This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-13-2010
- Office Locations
- 7
Office Locations
About RCM Wealth Advisors
RCM Wealth Advisors is an independent, employee-owned boutique RIA based in Chicago serving retail and institutional clients. The firm provides asset and wealth management, corporate retirement plan consulting, and insurance/wealth-transfer planning, with an emphasis on transparency and risk-managed portfolio construction. Investment work spans active allocation using vehicles such as ETFs and fixed income, and it custodies with firms including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TIMOTHY M WEBB
Chief Compliance Officer, Chief Investment Officer
- CRD
- #4735714
- Ownership
- 50% but less than 75%
ROBERT SCHWARTZ
Director
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
JAMES CLAUDE BELLINGER
Investment Advisor
- CRD
- #1007433
CHRISTOPHER F CHIU
Wealth Advisor
- CRD
- #6134847
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,780,321 | $171,965 |
| Non-Discretionary | $212,000,009 | $2,231,579 |
| Total | $388,780,330 | $346,198 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing