SEC Form ADV · CIK 156988

RPG FAMILY WEALTH ADVISORY, LLC

Firm profile: RPG Family Wealth Advisory — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA
$700.7M
Assets Under Management
600
Total Clients
21
Employees
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Registration Details

CIK
156988
Accession
CRD-158528
Location
BURLINGTON, MA
Filing Date
April 24, 2026
AUM
$700.7M
Total Clients
600
Institutional Clients
6
Employees
21
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

RPG FAMILY WEALTH ADVISORY, LLC is a registered investment adviser headquartered in BURLINGTON, MA, managing approximately $700.7M in assets across 600 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.