Rpa Financial, LLC
● SEC registered since 2018CRD 294105SEC# 801-113540San Rafael, CA
Reg. AUM
$10.88B
Employees
12
Accounts
323
Location
San Rafael, CA
Rpa Financial, LLC assets under management
Rpa Financial, LLC is an investment advisory firm registered with the SEC based in San Rafael, CA. The firm has been registered since 2018. It reports $10.9 billion in regulatory assets under management and employs 12 people.
Rpa Financial, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cosmo Charles Gould Control | Cco | Under 5% | 2023 |
| Global Retirement Partners Llc Control | Managing Member, Sole Owner | Over 75% | 2018 |
| Melissa Rodriguez-Kirk | Coo | Under 5% | 2026 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Rpa Financial, LLC manage?
Rpa Financial, LLC reports $10.9 billion in regulatory assets under management on its Form ADV.
How many employees does Rpa Financial, LLC have?
Rpa Financial, LLC reports 12 employees.
Where is Rpa Financial, LLC located?
Rpa Financial, LLC is based in San Rafael, CA and has been SEC-registered since 2018.
Does Rpa Financial, LLC disclose fund performance?
Rpa Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4340 Redwood Highway, Suite B60, San Rafael, CA 94903 |
| Phone | 415-526-2753 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$10.88B▲ 107%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$10.88Bregulatory AUM
Discretionary $8.85BNon-discretionary $2.03B