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Rcn Wealth Advisors, Inc.

● SEC registered since 2026CRD 163562SEC# 801-135338
Export (members)
Reg. AUM
$74.5M
Employees
1
Accounts
174
Location

Rcn Wealth Advisors, Inc. assets under management

Rcn Wealth Advisors, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2026. It reports $74.5 million in regulatory assets under management and employs 1 people.

Rcn Wealth Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
John Thomas McDevittChief Compliance OfficerUnder 5%2026
Nicholas Robert Lumpp ControlPresidentOver 75%2012

Frequently asked questions

How much does Rcn Wealth Advisors, Inc. manage?

Rcn Wealth Advisors, Inc. reports $74.5 million in regulatory assets under management on its Form ADV.

How many employees does Rcn Wealth Advisors, Inc. have?

Rcn Wealth Advisors, Inc. reports 1 employees.

Does Rcn Wealth Advisors, Inc. disclose fund performance?

Rcn Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone410-956-6003
Fax714-643-2987
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$74.5M
Non-discretionary$0
Total (RAUM)$74.5M