RCA WEALTH STRATEGIES LLC
Latest filing: Aug 01, 2025 (48 days ago)
AUM
$54,656,000
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago
Employee Count
4
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago
Main Office
OVERLAND PARK, MO
11011 KING STREET, OVERLAND PARK, MO, UNITED STATES, 66210
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 210 | $0.0 |
| Average Individual AUM | $188,405 | |
| HNW | 11 | $0.0 |
| Average HNW AUM | $1,049,091 | |
| Retail Total | 221 | $0.1 |
| Average Retail AUM | $231,244 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ASHLEY LOVELL | OVERLAND PARK | KS | S66|2018-12-22 | ||||||
| JACE CHAMPLIN | OVERLAND PARK | KS | S63|2008-03-13|S65|2009-03-19 | CHARTERED FINANCIAL CONSULTANT | |||||
| MICHAEL ROOD | OVERLAND PARK | KS | S63|1999-05-24|S66|2002-04-25 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| AL-01/10/2025, CA-05/22/2023, KS-10/18/2021, LA-03/25/2024, MO-09/13/2021, NE-10/19/2021, TX-11/04/2021, WI-10/22/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV