RPC WEALTH, LLC
Firm details
- Headquarters
- LOVELAND, Colorado
- CRD number
- 221532
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
RPC Wealth, LLC is a privately owned limited liability company that advises individual and family clients on a fee basis tied to assets under management. The firm also operates as an insurance broker and provides manager selection services, positioning itself as a capital allocator for client portfolios rather than a shop that runs extensive in‑house active strategies. RPC Wealth reports it is not an active ESG investor and does not operate as a multi‑state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds20%
- US Government Bonds8%
- Cash & Cash Equivalents2%
Contacts
3 of 4BRANDON HANSEN
AdvisorCRD 4018636
JOSHUA CUMRINE
Co-FounderCRD 5387098
JARIS HANSEN
Co-FounderCRD 4443294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LOVELAND, CO
LARIMER
Location
LOVELAND, CO
Headquartered in LOVELAND, CO, in the West of the United States.
- Region
- West
- County
- LARIMER
- Address
- 700 W Eisenhower Blvd
- Time zone
- MT (UTC-7)
- Office locations
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