RCS Wealth Management
Firm details
- Headquarters
- Centennial, Colorado
- CRD number
- 328114
- Website
- www.rcswealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals88.36%
- HNWI11.64%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
RCS Wealth Management is an independent, Colorado-registered advisory corporation serving primarily individual and family clients. The firm operates under an owner-led structure and charges fees as a percentage of assets under management. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses, and the firm also acts as an insurance broker. RCS Wealth Management identifies as a capital allocator and performs manager selection for third‑party advisors and runs educational seminars and workshops for clients. The firm does not identify as an active ESG investor and is not positioned as a multi‑state advisor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Cash & Cash Equivalents27%
- Other13%
- Public Funds/Mutual Funds9%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Centennial, CO
Arapahoe
Location
Centennial, CO
Headquartered in Centennial, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 3989 E Arapahoe Rd
- Time zone
- MT (UTC-7)
- Office locations
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