$381.1M Total AUM
$352.4M Disc. AUM
16.4% 3Y CAGR
3 Employees
143 ADV. Clients
20 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-17-2006
- Office Locations
- 1
Office Locations
525 Massachusetts Avenue Suite 205 Acton MA
About Rf&l Wealth Management, LLC
Rf&l Wealth Management, LLC is a Acton-based RIA. The firm has been operating for 20 years. Managing $381.1M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
39 AVG AGE
$127.0M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
13.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
Available
Custodian
Available
Fund Managers
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
A
ANDREW WALPERT HASS
Chief Compliance Officer, Co-President, Investment Advisor
- CRD
- #6597191
- Ownership
- 50% but less than 75%
Available
Available
Available
Ryan Walpert Hass
Co-President, Investment Advisor
- CRD
- #6616911
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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R
RODNEY WILLIAM HASS
Advisor
- CRD
- #4754157
Available
Available
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Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $352,398,448 | $793,690 |
| Non-Discretionary | $28,686,857 | $1,509,835 |
| Total | $381,085,305 | $823,078 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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