R
$80.8M Total AUM
$80.8M Disc. AUM
-- 3Y CAGR
2 Employees
443 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-18-2015
- Office Locations
- 1
Office Locations
700 W. Eisenhower Blvd Suite 130 Loveland CO
About RPC Wealth, LLC
RPC Wealth, LLC is a Loveland-based RIA. The firm has been operating for 11 years. Managing $80.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
41 AVG AGE
$40.4M AVG AUM / ADVISOR
$182.4K AVG AUM / CLIENT
3.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOSHUA ADAM CUMRINE
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5387098
- Ownership
- 75% or more
Available
Available
Available
JARIS BRADLEY HANSEN
Managing Member
- CRD
- #4443294
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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B
BRANDON MELVIN HANSEN
--
- CRD
- #4018636
Available
Available
Available
B
BRIAN READ
--
- CRD
- #8256151
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,823,534 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,823,534 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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