Verified 10 Nov 2026
RPG Family Wealth Advisory, LLC
RPG Family Wealth Advisory, LLC, owned by Risk Paradigm Group Holdings, LLC, is a multi-family office advisory firm in Burlington, Massachusetts. It provides family wealth planning, estate planning and portfolio management, combining passive index models with active, alternative and structured investments. Its Form ADV filed on 29 October 2026 reported $701 million in regulatory assets for 133 clients.
- Type
- Multi-family office
- Location
- Burlington, Massachusetts, United States
- Sectors
- Public equities
- Fund size / AUM
- $701M regulatory AUM (Form ADV, filed 2026-10-29)
- Latest fund or filing
- 29 Oct 2026
Contacts on file
For RPG Family Wealth Advisory, LLC, the paid file holds: 4 named decision-makers with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/158528
- reports.adviserinfo.sec.gov/reports/ADV/158528/PDF/158528.pdf
- rpgfamilywealthadvisory.com/
- www.rpgfamilywealthadvisory.com/
- rpgfamilywealthadvisory.com/contact-us/
- rpgfamilywealthadvisory.com/invest-well/
Last checked 10 Nov 2026. Is something wrong? Tell us.