Rcn Wealth Advisors, Inc.
● SEC registered since 2026CRD 163562SEC# 801-135338
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| Name | Title | Ownership | Since |
|---|---|---|---|
| John Thomas McDevitt | Chief Compliance Officer | Under 5% | 2026 |
| Nicholas Robert Lumpp Control | President | Over 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
| Phone | 410-956-6003 |
| Fax | 714-643-2987 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$74.5M▲ 28%
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$74.5Mregulatory AUM
Discretionary $74.5M