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RPG FAMILY WEALTH ADVISORY, LLC

BURLINGTON, MA · CRD 158528 · IAPD ↗ · rpgfamilywealthadvisory.com · (888) 285-8600

$700.7MRegulatory AUM
9Advisory reps
21Employees
0Clients
0Planning clients
0Private funds
20States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — RPG FAMILY WEALTH ADVISORY, LLC shrank from 13 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2025 — RPG FAMILY WEALTH ADVISORY, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — RPG FAMILY WEALTH ADVISORY, LLC crossed $500M in regulatory AUM ($492.3M -> $590.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
February 2025 — RPG FAMILY WEALTH ADVISORY, LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
53
April 2024 — RPG FAMILY WEALTH ADVISORY, LLC added office(s): 6 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.