RPC Wealth, LLC
Firm details
- Headquarters
- Loveland, Colorado
- CRD number
- 221532
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals63.07%
- HNWI36.93%
- Services
- Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
RPC Wealth, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm acts as a capital allocator and charges fees based on a percentage of assets under management plus other fee arrangements. Its service mix extends beyond portfolio management to include financial planning, selecting outside advisers on clients’ behalf, and running educational seminars or workshops. RPC also operates as an insurance broker and maintains an industry affiliation with an insurance company. The firm is not positioned as an ESG investor, does not present itself as a multi-state adviser, and does not identify as a pension consultant or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Investment Grade Corp Bonds18%
- Exchange Traded Equities11%
- Cash & Cash Equivalents5%
- Other1%
Contacts
3 of 4
Jaris Hansen
Co-FounderCRD 4443294

Joshua Cumrine
Co-FounderCRD 5387098

Brandon Hansen
AdvisorCRD 4018636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Loveland, CO
Larimer
Location
Loveland, CO
Headquartered in Loveland, CO, in the West of the United States.
- Region
- West
- County
- Larimer
- Address
- 700 W Eisenhower Blvd
- Time zone
- MT (UTC-7)
- Office locations
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