RPG FAMILY WEALTH ADVISORY, LLC

Overview

RPG Family Wealth Advisory, LLC operates as an independent registered investment adviser and capital allocator focused on serving individuals, families and institutional clients. The firm is organized as an LLC and has been SEC-registered since 2011. Its advisory services include financial planning, portfolio management for both individual/small business and institutional clients, pension consulting and selecting sub‑advisers. RPG lists multiple fee arrangements — assets‑based fees, hourly billing and fixed fees — and identifies itself as an active ESG investor. Investment posture skews toward equities and exchange‑traded vehicles, but the firm also incorporates third‑party managers and alternative strategies into client programs. RPG describes itself as a selection partner for other advisers, indicating a multi‑manager overlay approach for certain mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices