Thomas Edward Westrick
Investment adviser representative at Rpc Private Wealth, LLC
25 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$286.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Rpc Private Wealth, LLCNov 2018 to now
- Rpc Wealth Management, LLCSep 2018 to now
- Private Vista, LLCAug 2016 to Jan 2019
- Apw Capital, Inc.Nov 2010 to Dec 2020
- Retirement Programs, LLCApr 2001 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Rpc Private Wealth, LLC
$286.3MAssets managed
331Clients
1Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3211113
- Firm CRD
- 298527