Ripl Wealth

RIASEC Registered
Total AUM
$31.8M
Discretionary
$31.8M
100% of AUM
Avg account
$289K
Accounts
110
Employees
3
Advisory reps
2

Firm details

Headquarters
Fort Collins, Colorado
CRD number
342258
Registered since
May 29, 2026
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI68.08%
  • Individuals18.84%
  • Charitable Organizations12.76%
  • Corporations / Businesses0.32%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Ripl Wealth is an independent registered investment adviser structured as an LLC that provides financial planning and portfolio management primarily to individuals, families and small businesses, with some institutional relationships. The firm charges clients through a mix of percentage-of-AUM and fixed-fee arrangements. Ripl Wealth is registered with the U.S. Securities and Exchange Commission; its SEC registration became effective in 2026. The firm does not position itself as a capital allocator and is not listed as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 47%, Other 30%, Exchange Traded Equities 19%, Cash & Cash Equivalents 4%47%
  • Public Funds/Mutual Funds47%
  • Other30%
  • Exchange Traded Equities19%
  • Cash & Cash Equivalents4%

Contacts

2 of 2
  • Chase Bellefeuille

    Chase Bellefeuille

    FounderCRD 7311969

  • Adam Kasick

    Adam Kasick

    Partner, Wealth StrategistCRD 4742723

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fort Collins, CO

Larimer

Location

Fort Collins, CO

Headquartered in Fort Collins, CO, in the West of the United States.

Region
West
County
Larimer
Address
3711 John F Kennedy Pkwy
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth