Falists
← Back to search

RPO WEALTH PARTNERS LLC

CRD 312384

Visit website

1009 EAST BLVD, CHARLOTTE, NC, 28203, United States

Phone

(704) 777-1836

Fax

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

2 total employees; 2 advisory reps; 14 broker-dealer reps

Clients

11-25

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-26

Disciplinary history

No

Services

Financial planningSelection of other advisers

Client types

TypeClientsAUM
Individuals4$0
High net worth individuals16$0

All web addresses on file

Official SEC filing: View on IAPD