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RCM WEALTH ADVISORS
KNOW YOUR OPTIONS LLC
CRD 153641 · SEC 801-92177
318 W ADAMS ST, 10TH FLOOR, CHICAGO, IL, 60606, United States
Phone
866-903-1822
Fax
312-277-7180
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$388.8M
Discretionary AUM
$176.8M
Team
15 total employees; 12 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 646 | $86.0M |
| High net worth individuals | 151 | $121.7M |
| Pension/profit sharing plans | 33 | $181.1M |
States served
AR, CA, IL, IN, KS, MA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD