RLP WEALTH ADVISORS, LLC
Total AUM
$476M
Employees
8Clients
401Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
215 EAST RIDGEWOOD AVE
SUITE 205
RIDGEWOOD
NJ 07450
United States
SUITE 205
RIDGEWOOD
NJ 07450
United States
Operating Hours
8:30 A.M. TO 5:00 P.M
Monday - Friday
Monday - Friday
Phone
212-573-0400
Other Offices
2
Financials
Total AUM
$476M
Accounts
875Discretionary
$361.2M
Accounts
518Non-Discretionary
$114.8M
Accounts
357
Clients
Individual Clients
152AUM
$39.3M
HNW Individual Clients
234AUM
$428.6M
Pension/Profit Sharing Plan Clients
10AUM
$5.4M
Charitable Organization Clients
1AUM
$914.4K
Corporation or Business Clients
4AUM
$1.8M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACTFLNJNY
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.