RIA Intelligence

KNOW YOUR OPTIONS LLC

Legal name: RCM WEALTH ADVISORS

CRD #153641 SEC #801-92177 CHICAGO, IL 866-903-1822
SEC Registered
Total AUM
$324M
Discretionary
$127M
Employees
14
Clients
51
Accounts
941

AUM Over Time

DateSep 2025
Total AUM$324M
Discretionary$127M
Non-Disc.$197M
Employees14
Clients0
DateMar 2025
Total AUM$324M
Discretionary$127M
Non-Disc.$197M
Employees14
Clients0
DateJan 2025
Total AUM$254.8M
Discretionary$96.9M
Non-Disc.$157.9M
Employees14
Clients0
DateMar 2024
Total AUM$254.8M
Discretionary$96.9M
Non-Disc.$157.9M
Employees12
Clients0
DateMay 2023
Total AUM$244M
Discretionary$90M
Non-Disc.$154M
Employees12
Clients0
DateMar 2023
Total AUM$244M
Discretionary$90M
Non-Disc.$154M
Employees12
Clients0
DateJun 2022
Total AUM$232.5M
Discretionary$107.5M
Non-Disc.$125M
Employees10
Clients0
DateMar 2022
Total AUM$232.5M
Discretionary$107.5M
Non-Disc.$125M
Employees10
Clients0
DateJul 2021
Total AUM$202M
Discretionary$85M
Non-Disc.$117M
Employees12
Clients0
DateMar 2021
Total AUM$202M
Discretionary$85M
Non-Disc.$117M
Employees12
Clients0
DateAug 2020
Total AUM$187M
Discretionary$66M
Non-Disc.$121M
Employees11
Clients0
DateAug 2020
Total AUM$187M
Discretionary$66M
Non-Disc.$121M
Employees9
Clients0
DateJul 2020
Total AUM$187M
Discretionary$66M
Non-Disc.$121M
Employees10
Clients0
DateApr 2020
Total AUM$187M
Discretionary$66M
Non-Disc.$121M
Employees10
Clients0
DateJun 2019
Total AUM$185.7M
Discretionary$60M
Non-Disc.$125.7M
Employees10
Clients0
DateMar 2019
Total AUM$185.7M
Discretionary$60M
Non-Disc.$125.7M
Employees10
Clients0
DateMar 2018
Total AUM$193M
Discretionary$70M
Non-Disc.$123M
Employees12
Clients0
DateMar 2017
Total AUM$180M
Discretionary$58M
Non-Disc.$122M
Employees13
Clients400
DateOct 2016
Total AUM$154M
Discretionary$44M
Non-Disc.$110M
Employees13
Clients300
DateAug 2016
Total AUM$154M
Discretionary$44M
Non-Disc.$110M
Employees14
Clients300
DateMar 2016
Total AUM$154M
Discretionary$44M
Non-Disc.$110M
Employees15
Clients300
DateSep 2015
Total AUM$131.3M
Discretionary$32.3M
Non-Disc.$99M
Employees14
Clients200
DateApr 2015
Total AUM$131.3M
Discretionary$32.3M
Non-Disc.$99M
Employees10
Clients200