Rpg Family Wealth Advisory, Llc
- Regulatory AUM
- $701M
- Discretionary
- $687M
- Clients
- 600
- Avg AUM / client
- $1.2M
- Accounts
- 600
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 404 | $114M | 16.3% |
| High net worth individuals | 133 | $520M | 74.2% |
| Pension and profit sharing plans | 6 | $3.3M | 0.47% |
| Corporations and other businesses | 57 | $63.3M | 9.03% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Michael Gatti | Chief Executive Officer, Founding Partner | Sep 2011 (15y) | ≈ 37.5% – 75% via Risk Paradigm Group Holdings, Llc | |
| Dube, Mariann | Chief Administrative Officer | Apr 2013 (13y) | Less than 5% | |
| Mccauley, Robert, Duff | Chief Financial Officer / Chief Compliance Officer | Apr 2013 (13y) | Less than 5% | |
| Juan Donabedian | Registered representative | Jun 2015 (11y) | ||
| Mitchell Alan Goldfeld | Registered representative | Jun 2015 (11y) | ||
| William T Eaton | Registered representative | Jun 2015 (11y) | ||
| James Francis Peters | Registered representative | Jul 2016 (10y) | ||
| Ryan Richard Kolden | Registered representative | Sep 2023 (3y) | ||
| Lamar Daniel Breshears | Registered representative | Sep 2023 (3y) | ||
| Matthew Lee Evans | Registered representative | Sep 2023 (3y) | ||
| Ryan Emerson Bennett | Registered representative | Sep 2023 (3y) | ||
| Sharon M Consoli | Registered representative | Sep 2023 (3y) | ||
| Timothy Aaron Smith | Registered representative | Jul 2024 (2y) | ||
| Meaghan Anne Murphy Keeven | Registered representative | Nov 2024 (2y) | ||
| John Edwardh | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Risk Paradigm Group Holdings, Llc | Holding Company | Sep 2011 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- David Michael Gatti: 50% – 75% of Risk Paradigm Group Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Pershing $452M (65% of AUM) Apr 2026
- Fidelity Brokerage Services $200M (29% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗