Rf&l Wealth Management, LLC
● SEC registered since 2006CRD 140210SEC# 801-66710Acton, MA
Reg. AUM
$381.1M
Employees
3
Accounts
463
Location
Acton, MA
Rf&l Wealth Management, LLC assets under management
Rf&l Wealth Management, LLC operates as an SEC-registered investment adviser based in Acton, MA. The firm has been registered since 2006. It reports $381.1 million in regulatory assets under management and employs 3 people.
Rf&l Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Walpert Hass Control | Member, Co-President, & Chief Compliance Officer | 50-75% | 2017 |
| Ryan Walpert Hass Control | Member & Co-President | 50-75% | 2017 |
Frequently asked questions
How much does Rf&l Wealth Management, LLC manage?
Rf&l Wealth Management, LLC reports $381.1 million in regulatory assets under management on its Form ADV.
How many employees does Rf&l Wealth Management, LLC have?
Rf&l Wealth Management, LLC reports 3 employees.
Where is Rf&l Wealth Management, LLC located?
Rf&l Wealth Management, LLC is based in Acton, MA and has been SEC-registered since 2006.
Does Rf&l Wealth Management, LLC disclose fund performance?
Rf&l Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 525 Massachusetts Avenue, Suite 205, Acton, MA 01720 |
| Phone | 978-263-3435 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$381.1M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$381.1Mregulatory AUM
Discretionary $352.4MNon-discretionary $28.7M