# Richard P. Doleva & Associates

> Richard P. Doleva & Associates is a state-registered investment advisory firm in East Longmeadow, MA, registered since 2000, with no regulatory assets under management reported in its Form ADV filing dated January 21, 2026.

- CRD: 127752
- Filed as: RICHARD P. DOLEVA & ASSOCIATES
- Legal name: Richard P. Doleva & Associates Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: East Longmeadow, MA
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127752
- AdvisorCensus page: https://advisorcensus.com/firm/richard-p-doleva-and-associates-east-longmeadow-ma-127752

## Quick answers

**How is Richard P. Doleva & Associates compensated?**
On its Form ADV (Item 5.E, October 2026), Richard P. Doleva & Associates reports these compensation arrangements: hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Richard P. Doleva & Associates located?**
Richard P. Doleva & Associates' principal office is in East Longmeadow, MA, according to its Form ADV.

**Is Richard P. Doleva & Associates registered with the SEC or a state?**
Richard P. Doleva & Associates is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 127752.

**What types of clients does Richard P. Doleva & Associates serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (226); high net worth individuals (38).

**Does Richard P. Doleva & Associates report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127752

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 226 | $0 |
| High net worth individuals | 38 | $0 |
| Charitable organizations | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2000 (25 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Richard P. Doleva & Associates (CRD 127752): Form ADV filing data as of October 2026.