Investment adviser · CRD 163562
RCN WEALTH ADVISORS, INC.
Investment adviser filing (IA)
· Form ADV filed Apr 29, 2026
- Regulatory AUM
- $74.5M Form ADV · Item 5.F
- Client accounts
- 174 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 38 | $57,287,000 | 76.9% |
| Investment companies | 1 | $13,838,000 | 18.6% |
| Individuals | 15 | $3,404,000 | 4.6% |
Filing source
Form ADV 2100432 · Apr 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
CRD 163562
Filing source
Form ADV 2100432 · Apr 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.