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$286.3M Total AUM
$283.6M Disc. AUM
15.2% 3Y CAGR
1 Employees
331 ADV. Clients
7 yrs Firm Age
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- Custodian
- American Funds · Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-13-2018
- Office Locations
- 1
Office Locations
120 E. Ogden Avenue Suite 102 Hinsdale IL
About RPC Private Wealth, LLC
RPC Private Wealth, LLC is a Hinsdale-based RIA. The firm has been operating for 7 years. Managing $286.3M in total assets under management, with 1 advisory representatives. They custody assets with American Funds and Charles Schwab & Company.
Team overview
52 AVG AGE
$286.3M AVG AUM / ADVISOR
$864.8K AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
T
THOMAS EDWARD WESTRICK
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #3211113
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $283,589,155 | $232,260 |
| Non-Discretionary | $2,668,611 | $381,230 |
| Total | $286,257,766 | $233,109 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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