Adviser Profile
| As of Date | 10/07/2026 |
| Registration status | Registration Changed to RPC WEALTH, LLC |
| ADV Location | LOVELAND, CO, United States |
| Contact Info | 970 xxxxxxx |
| Websites |
| AUM* | 106,278,846 1671% |
| of that, discretionary | 106,278,846 100% |
| Number of Employees | 14 250% |
| of those in investment advisory functions | 7 250% |
| Private Fund GAV* | 0 |
| Avg Account Size | 142,848 24% |
| % High Net Worth | 6.43% 100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds