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RPA FINANCIAL, LLC

SAN RAFAEL, CA · CRD 294105 · IAPD ↗ · 415-526-2753

$10.88BRegulatory AUM
4Advisory reps
12Employees
16Clients
0Planning clients
0Private funds
9States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

57
April 2026 — RPA FINANCIAL, LLC reported RAUM up 36% ($7.99B -> $10.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — RPA FINANCIAL, LLC reported RAUM up 52% ($5.25B -> $7.99B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
April 2024 — RPA FINANCIAL, LLC notice-filed in MI, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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