# RWC for Life

> RWC for Life is a state-registered investment advisory firm in Naperville, IL, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 317898
- Filed as: RWC FOR LIFE
- Legal name: Retire With Confidence for Life, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Naperville, IL
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317898
- AdvisorCensus page: https://advisorcensus.com/firm/rwc-for-life-naperville-il-317898

## Quick answers

**How is RWC for Life compensated?**
On its Form ADV (Item 5.E, October 2026), RWC for Life reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is RWC for Life located?**
RWC for Life's principal office is in Naperville, IL, according to its Form ADV.

**Is RWC for Life registered with the SEC or a state?**
RWC for Life is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317898.

**How much does RWC for Life manage?**
RWC for Life reports $30,175,000 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary).

**What types of clients does RWC for Life serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87); high net worth individuals (10); corporations or other businesses not listed above (1).

**Does RWC for Life report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317898

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $30,175,000
- Discretionary: $30,175,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $12,879,000 |
| High net worth individuals | 10 | $17,256,000 |
| Corporations or other businesses not listed above | 1 | $40,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rwcforlife.com
- Facebook @rwcforlife

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RWC for Life (CRD 317898): Form ADV filing data as of October 2026.