RPO Wealth Partners LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 312384
- Website
- rpowealth.com
- Fee structure
- Fixed Fees
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
RPO Wealth Partners LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and operates as a capital allocator, directing client capital to external managers in addition to providing advisory work. Its advisory services emphasize financial planning and selecting other advisers on behalf of clients. The firm charges fixed fees and does not identify itself as an active ESG investor.
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
Contacts
2 of 2
Jeffrey Martin
Managing DirectorCRD 7327812
Lisa Bowers
Managing DirectorCRD 7327813
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 1009 East Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Adhesion Wealth Advisor Solutions
RIACharlotte, NC
Barings LLC
RIACharlotte, NC
Ridgemont Partners Management, LLC
RIACharlotte, NC
Wells Fargo Investment Institute, Inc.
RIACharlotte, NC
Eastover Capital Management
RIACharlotte, NC
Tagstone Capital, Inc.
RIACharlotte, NC