RPA FINANCIAL, LLC
CRD #294105 SEC #801-113540 SAN RAFAEL, CA 415-526-2753
SEC Registered
Total AUM
$8B
Discretionary
$6.7B
Employees
12
Clients
0
Accounts
230
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $8B | $6.7B | $1.3B | 12 | 29 |
| Jan 2025 | $5.3B | $3.2B | $2B | 13 | 9 |
| Mar 2024 | $5.3B | $3.2B | $2B | 13 | 9 |
| Mar 2024 | $5.3B | $3.2B | $2B | 13 | 9 |
| Mar 2023 | $6.2B | $4B | $2.2B | 13 | 9 |
| Mar 2022 | $4B | $2.5B | $1.5B | 13 | 9 |
| Sep 2021 | $13.7B | $109.6M | $13.6B | 13 | 0 |
| Mar 2021 | $13.7B | $109.6M | $13.6B | 13 | 0 |
| Mar 2021 | $14.4B | $966.1M | $13.5B | 12 | 0 |
| May 2020 | $14.4B | $966.1M | $13.5B | 12 | 0 |
| Mar 2020 | $14.4B | $966.1M | $13.5B | 12 | 0 |
| Jan 2020 | $12.6B | $656.3M | $11.9B | 12 | 0 |
| Sep 2019 | $12.6B | $656.3M | $11.9B | 12 | 0 |
| Aug 2019 | $12.6B | $656.3M | $11.9B | 12 | 0 |
| Mar 2019 | $12.6B | $656.3M | $11.9B | 12 | 0 |
| Dec 2018 | $12.6B | $683.9M | $11.9B | 12 | 0 |
| Oct 2018 | $1.5B | $1.2B | $274.6M | 12 | 0 |
| Sep 2018 | $0 | $0 | $0 | 12 | 0 |
| Sep 2018 | $0 | $0 | $0 | 12 | 0 |
| Jun 2018 | $0 | $0 | $0 | 12 | 0 |
| Jun 2018 | $0 | $0 | $0 | 12 | 0 |
DateMar 2025
Total AUM$8B
Discretionary$6.7B
Non-Disc.$1.3B
Employees12
Clients29
DateJan 2025
Total AUM$5.3B
Discretionary$3.2B
Non-Disc.$2B
Employees13
Clients9
DateMar 2024
Total AUM$5.3B
Discretionary$3.2B
Non-Disc.$2B
Employees13
Clients9
DateMar 2024
Total AUM$5.3B
Discretionary$3.2B
Non-Disc.$2B
Employees13
Clients9
DateMar 2023
Total AUM$6.2B
Discretionary$4B
Non-Disc.$2.2B
Employees13
Clients9
DateMar 2022
Total AUM$4B
Discretionary$2.5B
Non-Disc.$1.5B
Employees13
Clients9
DateSep 2021
Total AUM$13.7B
Discretionary$109.6M
Non-Disc.$13.6B
Employees13
Clients0
DateMar 2021
Total AUM$13.7B
Discretionary$109.6M
Non-Disc.$13.6B
Employees13
Clients0
DateMar 2021
Total AUM$14.4B
Discretionary$966.1M
Non-Disc.$13.5B
Employees12
Clients0
DateMay 2020
Total AUM$14.4B
Discretionary$966.1M
Non-Disc.$13.5B
Employees12
Clients0
DateMar 2020
Total AUM$14.4B
Discretionary$966.1M
Non-Disc.$13.5B
Employees12
Clients0
DateJan 2020
Total AUM$12.6B
Discretionary$656.3M
Non-Disc.$11.9B
Employees12
Clients0
DateSep 2019
Total AUM$12.6B
Discretionary$656.3M
Non-Disc.$11.9B
Employees12
Clients0
DateAug 2019
Total AUM$12.6B
Discretionary$656.3M
Non-Disc.$11.9B
Employees12
Clients0
DateMar 2019
Total AUM$12.6B
Discretionary$656.3M
Non-Disc.$11.9B
Employees12
Clients0
DateDec 2018
Total AUM$12.6B
Discretionary$683.9M
Non-Disc.$11.9B
Employees12
Clients0
DateOct 2018
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$274.6M
Employees12
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0