# Ripl Wealth

> Ripl Wealth is an SEC-registered investment advisory firm in Fort Collins, CO, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 342258
- Filed as: RIPL WEALTH
- Legal name: Ripl Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Fort Collins, CO
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342258
- AdvisorCensus page: https://advisorcensus.com/firm/ripl-wealth-fort-collins-co-342258

## Quick answers

**How is Ripl Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Ripl Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Ripl Wealth charge?**
Its Form ADV Part 2A brochure dated June 3, 2026 states: Flat fee: up to $50,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Ripl Wealth located?**
Ripl Wealth's principal office is in Fort Collins, CO, according to its Form ADV.

**Is Ripl Wealth registered with the SEC or a state?**
Ripl Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342258.

**How much does Ripl Wealth manage?**
Ripl Wealth reports $31,838,259 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**What types of clients does Ripl Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); high net worth individuals (9); charitable organizations (1).

**Does Ripl Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342258

**What changed in Ripl Wealth's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $0 to $31,838,259.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 3, 2026)

- Flat fee: up to $50,000 (financial planning services)

> Our Firm provides financial planning services under a fixed fee arrangement. This arrangement charges a mutually agreed-upon fee for financial planning services. The maximum fixed fee is $50,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $31,838,259
- Discretionary: $31,838,259
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $5,999,357 |
| High net worth individuals | 9 | $21,676,622 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | 1 | $4,061,167 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 1 | $101,113 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- riplwealth.com

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $0 to $31,838,259.

### July 2026
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ripl Wealth (CRD 342258): Form ADV filing data as of October 2026.