RPG FAMILY WEALTH ADVISORY, LLC
SEC Form ADV profile.
Total regulatory AUM
$700,744,314
Discretionary
$686,901,346
Non-discretionary
$13,842,968
Firm details
- CRD number
- 158528
- SEC file number
- 801-72631
- Main office
- BURLINGTON, MA, United States
- Employees
- 21
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.