Best-in-State · rank 115 · Phoenix, Arizona · listed firm: RBC Wealth Management
Identity & firm
- Firm — RBC Wealth Management (high)
- “RBC Wealth Management” — forbes_shook
- Parent company — Royal Bank of Canada (high)
- “RBC Capital Markets, LLC, wholly-owned subsidiary of RBC USA Holdco Corporation” — firm_official
- Firm type — wirehouse (high)
- “RBC Capital Markets, LLC (Member NYSE/FINRA/SIPC)” — sec_finra_regulatory
- Team name — Dewane-Kraemer Wealth Management Group (high)
- “Dewane-Kraemer Wealth Management Group” — firm_official
- Team size — 4 (high)
- “Mark Dewane, Senior Vice President; Greg Kraemer, First Vice President; Justin Dewane, Senior Financial Associate; Lexi Allen, Client Associate” — firm_official
- CRD — 1412584 (high)
- “Mark Gerard Dewane, CRD 1412584” — sec_finra_regulatory
- Years experience — 34 (high)
- “Started his career in the financial services industry with PaineWebber in 1985 and joined RBC Wealth Management in May 2009.” — firm_official
Book of business
- Team AUM ($M) — 313 (high)
- “Team Assets (Custodied): $313M” — forbes_shook
- Account minimum ($M) — 0 (high)
- “Minimum account size for new business: $0” — forbes_shook
- Typical client net worth ($M) — 2.5 (high)
- “Typical Net Worth of Relationships: $1-5M” — forbes_shook
- Client niche — generalist (high)
- “Wealth management addressing major life goals including retirement planning, education funding, major purchases, family/income protection, and legacy creation.” — firm_official
- Custodians — not_applicable (high)
- “RBC Clearing & Custody, a division of RBC Capital Markets, LLC (Member NYSE/FINRA/SIPC)” — sec_finra_regulatory
- Fee model — not_public (high)
- “Fee structure not disclosed on Dewane-Kraemer team's specific website pages” — firm_official
Positioning & marketing
- Website url — https://us.rbcwealthmanagement.com/dewanekraemerwmg/ (high)
- “Dewane-Kraemer Wealth Management Group - Home” — firm_official
- Value proposition (verbatim) — It's not just your money. It's your life. (high)
- “It's not just your money. It's your life.” — firm_official
- Content marketing — active (high)
- “Blog and market commentary published under team name” — firm_official
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/mark-dewane-0a620514/ (medium)
- “Mark Dewane LinkedIn profile” — social_or_third_party_db
Visual brand
- Has distinct logo — no (high)
- “Uses RBC Wealth Management corporate logo only; no team-specific branding” — firm_official
- Logo url — https://i.forbesimg.com/48X48-F.png (medium)
- “RBC Wealth Management corporate logo” — firm_official
- Visual brand notes — Professional corporate aesthetic with clean navigation, muted palette emphasizing stability and trust, formal typography, institutional financial imagery. (medium)
- “Professional corporate aesthetic with clean navigation, muted color palette emphasizing stability and trust, formal typography, professional financial imagery” — firm_official
