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Rf&l Wealth Management, LLC

● SEC registered since 2006CRD 140210SEC# 801-66710Acton, MA
Export (members)
Reg. AUM
$325.4M
Employees
3
Accounts
439
Location
Acton, MA

Rf&l Wealth Management, LLC assets under management

Rf&l Wealth Management, LLC operates as an SEC-registered investment adviser based in Acton, MA. The firm has been registered since 2006. It reports $325.4 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/rf&l-wealth-managementView on SEC.gov ↗

Rf&l Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew Walpert Hass ControlMember, Co-President, & Chief Compliance Officer50-75%2017
Ryan Walpert Hass ControlMember & Co-President50-75%2017

Frequently asked questions

How much does Rf&l Wealth Management, LLC manage?

Rf&l Wealth Management, LLC reports $325.4 million in regulatory assets under management on its Form ADV.

How many employees does Rf&l Wealth Management, LLC have?

Rf&l Wealth Management, LLC reports 3 employees.

Where is Rf&l Wealth Management, LLC located?

Rf&l Wealth Management, LLC is based in Acton, MA and has been SEC-registered since 2006.

Does Rf&l Wealth Management, LLC disclose fund performance?

Rf&l Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address525 Massachusetts Avenue, Suite 205, Acton, MA 01720
Phone978-263-3435
Office hours8:30 a.m. - 4:30 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$298.8M
Non-discretionary$26.5M
Total (RAUM)$325.4M