RPG FAMILY WEALTH ADVISORY, LLC

CRD 158528File 801-72631

APPROVED

Retail clients

Disclosure events

Filing as of Apr 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$700.7M

Above cohort median (national)

Discretionary AUM

$686.9M

Non-discretionary $13.8M

Clients

600

600 accounts

Employees

Below cohort median in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Aug 3, 2011
Principal office: 25 BURLINGTON MALL ROAD, SUITE 404, BURLINGTON, MA, 01803
Phone: (888) 285-8600
Website: HTTP://WWW.RPGFAMILYWEALTHADVISORY.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $700.7M
Discretionary AUM: $686.9M
Non-discretionary AUM: $13.8M
Discretionary accounts: 597
Non-discretionary accounts: 3
Total accounts: 600
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	57	$63.3M
High net worth individuals	133	$519.8M
Pension and profit sharing plans	6	$3.3M
Individuals (other than high net worth individuals)	404	$114.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11E1
Q11E2
Q11E4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.