Rc Wealth Management

Rc Wealth Management (CRD# 281300) is a financial advisory firm headquartered in Oakland, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Rc Wealth Management
Showing 1 - 1 of 1 top financial advisors.
Cassandra R. Cummings
CRD#: 5106659
Walnut Creek, CA

Cassandra Cummings (CRD# 5106659) is an Investment Advisor Representative working at Rc Wealth Management in Walnut Creek, CA and has over 11 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.