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RCN WEALTH ADVISORS, INC.
CRD 163562 · SEC 801-135338
MD, United States
Phone
410-956-6003
Fax
714-643-2987
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$74.5M
Discretionary AUM
$74.5M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES
Org form
Corporation
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $3.4M |
| High net worth individuals | 38 | $57.3M |
| Investment companies | 1 | $13.8M |
States served
MD, VA, FL
All web addresses on file
Official SEC filing: View on IAPD