RPC PRIVATE WEALTH, LLC
Adviser information for RPC PRIVATE WEALTH, LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,087 | $218.8M |
| Non-Discretionary | 8 | $1.9M |
| Total | 1,095 | $220.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 263 | $84.4M |
| HNW Individuals | 59 | $129.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $6.7M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-116685 |
|---|---|
| SEC ERA File Number | 801-116685 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 298527 |
| Legal Entity Identifier | None |
Principal Office
120 E. OGDEN AVENUESUITE 102
HINSDALE
IL
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 630-887-8488, Fax: 630-887-0390
Chief Compliance Officer
THOMAS WESTRICK
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
120 E. OGDEN AVENUE
SUITE 102
HINSDALE
IL
United States
Tel:
630-887-8488
Fax:
630-887-0390
T***@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WESTRICK, THOMAS, EDWARD | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 09/2018 | > 75% |