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RPG FAMILY WEALTH ADVISORY, LLC
CRD 158528 · SEC 801-72631
25 BURLINGTON MALL ROAD, SUITE 404, BURLINGTON, MA, 01803, United States
Phone
(888) 285-8600
Fax
(781) 273-0333
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$700.7M
Discretionary AUM
$686.9M
Team
21 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 404 | $114.4M |
| High net worth individuals | 133 | $519.8M |
| Pension/profit sharing plans | 6 | $3.3M |
| Corporations/business entities | 57 | $63.3M |
States served
VT, CA, CO, GA, LA, ME, MD, MA, MI, NE, NJ, NY, OK, TN, UT, MO, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD