Rpc Wealth, Llc
- Regulatory AUM
- $106M
- Discretionary
- $106M
- Clients
- 342
- Avg AUM / client
- $311K
- Accounts
- 744
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 320 | $67.0M | 63.1% |
| High net worth individuals | 22 | $39.2M | 36.9% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joshua Adam Cumrine | Registered representative | Mar 2025 (2y) | ||
| Jaris Bradley Hansen | Registered representative | Nov 2025 (1y) | ||
| Brandon Melvin Hansen | Registered representative | Apr 2026 (0y) | ||
| Brian Read | Registered representative | Apr 2026 (0y) |
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) | 04/30/2026 | 1.01 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
- • Other fees
- • REFERRAL COMPENSATION
Services
- • Financial planning services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $54.2M (67% of AUM) Apr 2026
- Fidelity Investments $2.1M (3% 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: Sep 15, 2026.
View current Form ADV (SEC/IAPD) ↗