Rpg Family Wealth Advisory, LLC
● SEC registered since 2011CRD 158528SEC# 801-72631Burlington, MA
Reg. AUM
$700.7M
Employees
21
Accounts
600
Location
Burlington, MA
Rpg Family Wealth Advisory, LLC assets under management
Rpg Family Wealth Advisory, LLC is an SEC-registered investment adviser based in Burlington, MA. The firm has been registered since 2011. It reports $700.7 million in regulatory assets under management and employs 21 people.
Rpg Family Wealth Advisory, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Gatti Control | Chief Executive Officer, Founding Partner | Under 5% | 2011 |
| Mariann Dube Control | Chief Administrative Officer | Under 5% | 2013 |
| Maura Dickson Control | Chief Compliance Officer | Under 5% | 2026 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Rpg Family Wealth Advisory, LLC manage?
Rpg Family Wealth Advisory, LLC reports $700.7 million in regulatory assets under management on its Form ADV.
How many employees does Rpg Family Wealth Advisory, LLC have?
Rpg Family Wealth Advisory, LLC reports 21 employees.
Where is Rpg Family Wealth Advisory, LLC located?
Rpg Family Wealth Advisory, LLC is based in Burlington, MA and has been SEC-registered since 2011.
Does Rpg Family Wealth Advisory, LLC disclose fund performance?
Rpg Family Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 25 Burlington Mall Road, Suite 404, Burlington, MA 01803 |
| Phone | (888) 285-8600 |
| Fax | (781) 273-0333 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 156988 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$700.7M▲ 42%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$700.7Mregulatory AUM
Discretionary $686.9MNon-discretionary $13.8M