# RPC Wealth, LLC

> RPC Wealth, LLC is a state-registered investment advisory firm in Loveland, CO, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 221532
- Filed as: RPC WEALTH, LLC
- Also doing business as: RETIREMENT PLANNING CENTER OF THE ROCKIES
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Loveland, CO
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/221532
- AdvisorCensus page: https://advisorcensus.com/firm/rpc-wealth-llc-loveland-co-221532

## Quick answers

**How is RPC Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), RPC Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is RPC Wealth, LLC located?**
RPC Wealth, LLC's principal office is in Loveland, CO, according to its Form ADV.

**Is RPC Wealth, LLC registered with the SEC or a state?**
RPC Wealth, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 221532.

**How much does RPC Wealth, LLC manage?**
RPC Wealth, LLC reports $106,278,846 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).

**What types of clients does RPC Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (320); high net worth individuals (22).

**Does RPC Wealth, LLC 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/221532

**What changed in RPC Wealth, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 2 to 7. Regulatory assets under management went from $80,823,534 to $106,278,846 (+31%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $106,278,846
- Discretionary: $106,278,846
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 320 | $67,033,632 |
| High net worth individuals | 22 | $39,245,214 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 14 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rpcenter.com
- yelp.com/biz/retirement-planning-center-of-the-rockies-loveland
- Facebook @retirementplanningcenter
- LinkedIn @rpcenter
- X @rpcenterrockies
- YouTube @retirementplanningcenter

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 2 to 7.
- Regulatory assets under management went from $80,823,534 to $106,278,846 (+31%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RPC Wealth, LLC (CRD 221532): Form ADV filing data as of October 2026.