Overview
Assets Under Management: $252 million
Headquarters: HINSDALE, IL
High-Net-Worth Clients: 88
Average Client Assets: $2 million
Frequently Asked Questions
RPC PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298527), RPC PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
RPC PRIVATE WEALTH, LLC is headquartered in HINSDALE, IL.
RPC PRIVATE WEALTH, LLC serves 88 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, RPC PRIVATE WEALTH, LLC offers financial planning and portfolio management for individuals. View all service details ↓
RPC PRIVATE WEALTH, LLC manages $252 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, RPC PRIVATE WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.11
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,116
Discretionary Accounts: 1,109
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 298527
Last Filing Date: 2025-02-27 00:00:00
Website: https://retpro.com