RPG FAMILY WEALTH ADVISORY, LLC
CRD #158528 SEC #801-72631 BURLINGTON, MA (888) 285-8600
SEC Registered
Total AUM
$590.3M
Discretionary
$578.3M
Employees
21
Clients
0
Accounts
1,960
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $590.3M | $578.3M | $12M | 21 | 0 |
| Nov 2025 | $590.3M | $578.3M | $12M | 21 | 0 |
| Sep 2025 | $590.3M | $578.3M | $12M | 21 | 0 |
| Aug 2025 | $590.3M | $578.3M | $12M | 20 | 0 |
| Jun 2025 | $590.3M | $578.3M | $12M | 20 | 0 |
| May 2025 | $590.3M | $578.3M | $12M | 20 | 0 |
| Mar 2025 | $590.3M | $578.3M | $12M | 21 | 0 |
| Jan 2025 | $492.3M | $481.8M | $10.5M | 24 | 0 |
| Jul 2024 | $492.3M | $481.8M | $10.5M | 24 | 0 |
| Mar 2024 | $492.3M | $481.8M | $10.5M | 24 | 0 |
| Nov 2023 | $420.1M | $410.7M | $9.4M | 17 | 0 |
| Sep 2023 | $420.1M | $410.7M | $9.4M | 17 | 0 |
| Mar 2023 | $420.1M | $410.7M | $9.4M | 12 | 0 |
| Nov 2022 | $421.5M | $411M | $10.5M | 11 | 0 |
| Oct 2022 | $421.5M | $411M | $10.5M | 11 | 0 |
| Mar 2022 | $421.5M | $411M | $10.5M | 11 | 0 |
| Oct 2021 | $340.1M | $330.4M | $9.7M | 12 | 0 |
| Apr 2021 | $340.1M | $330.4M | $9.7M | 12 | 0 |
| Mar 2021 | $340.1M | $330.4M | $9.7M | 12 | 0 |
| Nov 2020 | $271.3M | $269.2M | $2.2M | 12 | 0 |
| Jun 2020 | $271.3M | $269.2M | $2.2M | 12 | 0 |
| May 2020 | $271.3M | $269.2M | $2.2M | 12 | 0 |
| Apr 2020 | $271.3M | $269.2M | $2.2M | 12 | 0 |
| Mar 2020 | $271.3M | $269.2M | $2.2M | 13 | 0 |
| Dec 2019 | $250.2M | $248.3M | $1.8M | 13 | 0 |
| Dec 2019 | $250.2M | $248.3M | $1.8M | 13 | 0 |
| Mar 2019 | $250.2M | $248.3M | $1.8M | 13 | 0 |
| Nov 2018 | $457.9M | $338.5M | $119.4M | 15 | 0 |
| Mar 2018 | $457.9M | $338.5M | $119.4M | 15 | 0 |
| May 2017 | $405.4M | $326.5M | $78.9M | 14 | 600 |
| Mar 2017 | $405.4M | $326.5M | $78.9M | 14 | 600 |
| Jul 2016 | $366.4M | $302.5M | $63.8M | 19 | 500 |
| Mar 2016 | $366.4M | $302.5M | $63.8M | 19 | 500 |
| Jan 2016 | $369.4M | $308.7M | $60.6M | 13 | 400 |
| Nov 2015 | $369.4M | $308.7M | $60.6M | 13 | 400 |
| Jun 2015 | $240.9M | $178.6M | $62.3M | 8 | 400 |
| Jun 2015 | $240.9M | $178.6M | $62.3M | 8 | 400 |
| Apr 2015 | $240.9M | $178.6M | $62.3M | 8 | 400 |
| Apr 2015 | $240.9M | $178.6M | $62.3M | 8 | 400 |
| Sep 2014 | $329.6M | $264.3M | $65.3M | 8 | 500 |
| Sep 2014 | $329.6M | $264.3M | $65.3M | 8 | 500 |
| Aug 2014 | $329.6M | $264.3M | $65.3M | 8 | 500 |
| Jun 2014 | $334.3M | $266.9M | $67.3M | 8 | 500 |
| Apr 2014 | $334.3M | $266.9M | $67.3M | 13 | 500 |
| Mar 2014 | $334.3M | $266.9M | $67.3M | 13 | 500 |
| Feb 2014 | $334.3M | $266.9M | $67.3M | 13 | 500 |
| Feb 2014 | $334.3M | $266.9M | $67.3M | 13 | 1,800 |
| Sep 2013 | $344.7M | $344.7M | $0 | 14 | 1,700 |
| May 2013 | $301.1M | $301.1M | $0 | 14 | 1,700 |
| Apr 2013 | $301.1M | $301.1M | $0 | 14 | 1,700 |
| Mar 2013 | $134.4M | $134.4M | $0 | 14 | 1,700 |
| Jan 2013 | $134.4M | $134.4M | $0 | 14 | 1,700 |
| Nov 2012 | $134.4M | $134.4M | $0 | 14 | 700 |
| Oct 2012 | $134.4M | $134.4M | $0 | 6 | 700 |
| Oct 2012 | $134.4M | $134.4M | $0 | 6 | 700 |
| May 2012 | $100M | $100M | $0 | 6 | 700 |
| May 2012 | $100M | $100M | $0 | 6 | 700 |
| Apr 2012 | $100M | $100M | $0 | 6 | 700 |
| Mar 2012 | $100M | $100M | $0 | 6 | 700 |
| Feb 2012 | $102M | $102M | $0 | 6 | 700 |
| Dec 2011 | $102M | $102M | $0 | 6 | 700 |
| Dec 2011 | $102M | $102M | $0 | 6 | 700 |
| Jul 2011 | $0 | $0 | $0 | 10 | -- |
| Jul 2011 | $0 | $0 | $0 | 10 | -- |
DateDec 2025
Total AUM$590.3M
Discretionary$578.3M
Non-Disc.$12M
Employees21
Clients0
DateNov 2025
Total AUM$590.3M
Discretionary$578.3M
Non-Disc.$12M
Employees21
Clients0
DateSep 2025
Total AUM$590.3M
Discretionary$578.3M
Non-Disc.$12M
Employees21
Clients0
DateAug 2025
Total AUM$590.3M
Discretionary$578.3M
Non-Disc.$12M
Employees20
Clients0
DateJun 2025
Total AUM$590.3M
Discretionary$578.3M
Non-Disc.$12M
Employees20
Clients0
DateMay 2025
Total AUM$590.3M
Discretionary$578.3M
Non-Disc.$12M
Employees20
Clients0
DateMar 2025
Total AUM$590.3M
Discretionary$578.3M
Non-Disc.$12M
Employees21
Clients0
DateJan 2025
Total AUM$492.3M
Discretionary$481.8M
Non-Disc.$10.5M
Employees24
Clients0
DateJul 2024
Total AUM$492.3M
Discretionary$481.8M
Non-Disc.$10.5M
Employees24
Clients0
DateMar 2024
Total AUM$492.3M
Discretionary$481.8M
Non-Disc.$10.5M
Employees24
Clients0
DateNov 2023
Total AUM$420.1M
Discretionary$410.7M
Non-Disc.$9.4M
Employees17
Clients0
DateSep 2023
Total AUM$420.1M
Discretionary$410.7M
Non-Disc.$9.4M
Employees17
Clients0
DateMar 2023
Total AUM$420.1M
Discretionary$410.7M
Non-Disc.$9.4M
Employees12
Clients0
DateNov 2022
Total AUM$421.5M
Discretionary$411M
Non-Disc.$10.5M
Employees11
Clients0
DateOct 2022
Total AUM$421.5M
Discretionary$411M
Non-Disc.$10.5M
Employees11
Clients0
DateMar 2022
Total AUM$421.5M
Discretionary$411M
Non-Disc.$10.5M
Employees11
Clients0
DateOct 2021
Total AUM$340.1M
Discretionary$330.4M
Non-Disc.$9.7M
Employees12
Clients0
DateApr 2021
Total AUM$340.1M
Discretionary$330.4M
Non-Disc.$9.7M
Employees12
Clients0
DateMar 2021
Total AUM$340.1M
Discretionary$330.4M
Non-Disc.$9.7M
Employees12
Clients0
DateNov 2020
Total AUM$271.3M
Discretionary$269.2M
Non-Disc.$2.2M
Employees12
Clients0
DateJun 2020
Total AUM$271.3M
Discretionary$269.2M
Non-Disc.$2.2M
Employees12
Clients0
DateMay 2020
Total AUM$271.3M
Discretionary$269.2M
Non-Disc.$2.2M
Employees12
Clients0
DateApr 2020
Total AUM$271.3M
Discretionary$269.2M
Non-Disc.$2.2M
Employees12
Clients0
DateMar 2020
Total AUM$271.3M
Discretionary$269.2M
Non-Disc.$2.2M
Employees13
Clients0
DateDec 2019
Total AUM$250.2M
Discretionary$248.3M
Non-Disc.$1.8M
Employees13
Clients0
DateDec 2019
Total AUM$250.2M
Discretionary$248.3M
Non-Disc.$1.8M
Employees13
Clients0
DateMar 2019
Total AUM$250.2M
Discretionary$248.3M
Non-Disc.$1.8M
Employees13
Clients0
DateNov 2018
Total AUM$457.9M
Discretionary$338.5M
Non-Disc.$119.4M
Employees15
Clients0
DateMar 2018
Total AUM$457.9M
Discretionary$338.5M
Non-Disc.$119.4M
Employees15
Clients0
DateMay 2017
Total AUM$405.4M
Discretionary$326.5M
Non-Disc.$78.9M
Employees14
Clients600
DateMar 2017
Total AUM$405.4M
Discretionary$326.5M
Non-Disc.$78.9M
Employees14
Clients600
DateJul 2016
Total AUM$366.4M
Discretionary$302.5M
Non-Disc.$63.8M
Employees19
Clients500
DateMar 2016
Total AUM$366.4M
Discretionary$302.5M
Non-Disc.$63.8M
Employees19
Clients500
DateJan 2016
Total AUM$369.4M
Discretionary$308.7M
Non-Disc.$60.6M
Employees13
Clients400
DateNov 2015
Total AUM$369.4M
Discretionary$308.7M
Non-Disc.$60.6M
Employees13
Clients400
DateJun 2015
Total AUM$240.9M
Discretionary$178.6M
Non-Disc.$62.3M
Employees8
Clients400
DateJun 2015
Total AUM$240.9M
Discretionary$178.6M
Non-Disc.$62.3M
Employees8
Clients400
DateApr 2015
Total AUM$240.9M
Discretionary$178.6M
Non-Disc.$62.3M
Employees8
Clients400
DateApr 2015
Total AUM$240.9M
Discretionary$178.6M
Non-Disc.$62.3M
Employees8
Clients400
DateSep 2014
Total AUM$329.6M
Discretionary$264.3M
Non-Disc.$65.3M
Employees8
Clients500
DateSep 2014
Total AUM$329.6M
Discretionary$264.3M
Non-Disc.$65.3M
Employees8
Clients500
DateAug 2014
Total AUM$329.6M
Discretionary$264.3M
Non-Disc.$65.3M
Employees8
Clients500
DateJun 2014
Total AUM$334.3M
Discretionary$266.9M
Non-Disc.$67.3M
Employees8
Clients500
DateApr 2014
Total AUM$334.3M
Discretionary$266.9M
Non-Disc.$67.3M
Employees13
Clients500
DateMar 2014
Total AUM$334.3M
Discretionary$266.9M
Non-Disc.$67.3M
Employees13
Clients500
DateFeb 2014
Total AUM$334.3M
Discretionary$266.9M
Non-Disc.$67.3M
Employees13
Clients500
DateFeb 2014
Total AUM$334.3M
Discretionary$266.9M
Non-Disc.$67.3M
Employees13
Clients1,800
DateSep 2013
Total AUM$344.7M
Discretionary$344.7M
Non-Disc.$0
Employees14
Clients1,700
DateMay 2013
Total AUM$301.1M
Discretionary$301.1M
Non-Disc.$0
Employees14
Clients1,700
DateApr 2013
Total AUM$301.1M
Discretionary$301.1M
Non-Disc.$0
Employees14
Clients1,700
DateMar 2013
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees14
Clients1,700
DateJan 2013
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees14
Clients1,700
DateNov 2012
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees14
Clients700
DateOct 2012
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees6
Clients700
DateOct 2012
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees6
Clients700
DateMay 2012
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees6
Clients700
DateMay 2012
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees6
Clients700
DateApr 2012
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees6
Clients700
DateMar 2012
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees6
Clients700
DateFeb 2012
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients700
DateDec 2011
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients700
DateDec 2011
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients700
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--