CRD: 158528
RPG Family Wealth Advisory, LLC
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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-03-2011
- Office Locations
- 9
Office Locations
About RPG Family Wealth Advisory, LLC
RPg Family Wealth Advisory is an independent multi-family office in Massachusetts providing fiduciary family wealth planning and investment management for high-net-worth individuals and families, as well as businesses, charities, foundations, and endowments. Portfolios are managed with a disciplined quantitative and qualitative process across global markets, using traditional and alternative strategies, including ETFs and mutual funds. The firm is a subsidiary of Risk Paradigm Group, with custody relationships including Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MAURA DICKSON
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
MARIANN DUBE
Chief Administrative Officer, Managing Director
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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RYAN EMERSON BENNETT
Owner
- CRD
- #6274472
Lamar Daniel Breshears
Advisor
- CRD
- #5375909
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $686,901,346 | $1,150,589 |
| Non-Discretionary | $13,842,968 | $4,614,323 |
| Total | $700,744,314 | $1,167,907 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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