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They include 404 individual clients, 133 high-net-worth individuals, and 57 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does RPG Family Wealth Advisory offer?","answer":"RPG Family Wealth Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does RPG Family Wealth Advisory use?","answer":"RPG Family Wealth Advisory’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $452M and Fidelity Brokerage Services LLC (Smithfield, RI), with $200M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does RPG Family Wealth Advisory have?","answer":"RPG Family Wealth Advisory has 13 investment adviser representatives registered with state securities authorities, out of 21 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does RPG Family Wealth Advisory invest in?","answer":"At the end of its last fiscal year, RPG Family Wealth Advisory’s separately managed accounts held 54% exchange-traded equities, 30% registered funds (mutual funds, ETFs, BDCs), 14% other and 2% cash and equivalents. The 14% other category is described as: Insurance Policies and Unit Trusts.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns RPG Family Wealth Advisory?","answer":"RPG Family Wealth Advisory is owned through a holding company by David Gatti. Its direct owners are Risk Paradigm Group Holdings, LLC (75% or more) and Risk Paradigm Group Holdings (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does RPG Family Wealth Advisory get paid?","answer":"RPG Family Wealth Advisory is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is RPG Family Wealth Advisory registered with the SEC?","answer":"Yes, RPG Family Wealth Advisory has been registered with the SEC as an investment adviser since 3 August 2011. Its CRD number is 158528 and its SEC file number is 801-72631.","source":"Form ADV Part 1A, Item 1, filed 24 April 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact RPG Family Wealth Advisory?","answer":"RPG Family Wealth Advisory’s main office is at 25 Burlington Mall Road, Suite 404, Burlington, MA 01803. Its phone number is 888-285-8600. 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