RPC Private Wealth LLC

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Assets, Funds, Holdings

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RPC Private Wealth LLC
CRD #298527
SEC #801-116685
CIK #
AUM $220.7 MM (2024-03-25)
Employees 1 (100% Investors, 0% Brokers)
Phone630-887-8488
Address120 E Ogden Avenue
Hinsdale, IL 60521
Source [IAPD]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 263 84.4
(b) Individuals (high net worth individuals) 59 129.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 4 6.7
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,095 220.7
By Discretionary
Discretionary 1,087 218.8
Non-Discretionary 8 1.9
Total 1,095 220.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 220.7
Total 1,095 220.7
Comparable Firms State AUM ($BB)
Calabasas Advisory Group LLC
CA 0.2
Clientfirst Wealth Management LLC
AR 0.2
Piermont Wealth Management Inc
NY 0.2
BCP Advisors LLC
FL 0.2
New England Financial Planning Group LLC
MA 0.2
Liberty Private Client LLC
FL 0.2
Greenhouse Wealth Management LLC
CT 0.2
Spreng Capital Management Inc
OH 0.2
Ransom Advisory Ltd
RI 0.2
Comprehensive Financial Planning Corporation
VA 0.2
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