Overview
Assets Under Management: $357 million
Headquarters: RIDGEWOOD, NJ
High-Net-Worth Clients: 225
Average Client Assets: $1.4 million
Frequently Asked Questions
RLP WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289841), RLP WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
RLP WEALTH ADVISORS, LLC is headquartered in RIDGEWOOD, NJ.
RLP WEALTH ADVISORS, LLC serves 225 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, RLP WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
RLP WEALTH ADVISORS, LLC manages $357 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, RLP WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 225
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.59%
Average Client Assets: $1.4 million
Total Client Accounts: 928
Discretionary Accounts: 543
Non-Discretionary Accounts: 385
Regulatory Filings
CRD Number: 289841
Filing ID: 1195624
Last Filing Date: 2018-03-29 10:00:00