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Rpc Wealth, LLC

Financial planning in Loveland, CO

State registeredNo commissions reported

Call (970) 663-3211Send a messageMap ↗

Public-record details

Address
700 W. Eisenhower Blvd, Suite 130, Loveland, CO 80537
Phone
(970) 663-3211
Listed under
Financial planning, % of assets managed
CRD number
221532
Registration
State registered: CO
Compensation (Form ADV 5.E)
Percentage of assets under management; Other (Referral Compensation)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management
$106.3 million
Accounts managed
744
Clients reported (Form ADV 5.D)
342
Individual / high-net-worth clients
320 / 22
Employees
14
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-15

State registered (CO) investment adviser, CRD 221532, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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