# RPG FAMILY WEALTH ADVISORY, LLC

RPG FAMILY WEALTH ADVISORY, LLC of BURLINGTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 158528
- Type: SEC-registered investment adviser
- SEC file number: 801-72631
- Location: 25 BURLINGTON MALL ROAD, SUITE 404, BURLINGTON, MA, 01803
- Phone: (888) 285-8600
- Latest filing: 2026-04-24
- Regulatory AUM: $700.7M
- Discretionary AUM: $686.9M
- Non-discretionary AUM: $13.8M
- Clients: 21
- Accounts: 600

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| David Michael Gatti | CHIEF EXECUTIVE OFFICER, FOUNDING PARTNER | — |
| Mariann Dube | CHIEF ADMINISTRATIVE OFFICER | — |
| Robert Duff Mccauley | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | — |
| PETERS JAMES F | MANAGING DIRECTOR, INVESTMENT COMMITTEE CO-CHAIR | — |
| WINN CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| GATTI DAVID MICHAEL | CEO AND PARTNER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, FOUNDING PARTNER (+1 more) | — |
| REINKING MARK BOYD | MANAGING DIRECTOR; MANAGING MEMBER; MANAGING MEMBER, MANAGING DIRECTOR (+2 more) | — |
| MAGINNIS HUGH PATRICK | MANAGING DIRECTOR; MANAGING MEMBER, MANAGING DIRECTOR; MEMBER (+1 more) | — |
| JENSEN CHRISTOPHER STEPHEN | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; COO AND PARTNER (+6 more) | — |
| REINKING ADAM B | MEMBER; MEMBER, PARTNER; PARTNER | — |
| MCGINTY JASON ALLEN | FOUNDING PARTNER; MEMBER; PARTNER | — |
| KIEFER SAMUEL MCMANUS | MEMBER, PARTNER AND INVESTMENT ADVISOR REPRESENTATIVE; PARTNER; PARTNER AND INVESTMENT ADVISOR REPRESENTATIVE | — |
| BAZYLINSKI STACY ANN | MEMBER, PARTNER AND DIRECTOR OF WEALTH PLANNING; MEMBER, PASSIVE INVESTOR; PARTNER (+1 more) | — |
| MCCAULEY ROBERT D | CHIEF FINANCIAL OFFICER | — |
| DUBE MARIANN | CHIEF ADMINISTRATIVE OFFICER | — |
| LAMB BRANDON L | CHIEF COMPLIANCE OFFICER | — |
| MOCCIA-CUNHA CORINNE MARIE | CHIEF COMPLIANCE OFFICER | — |
| MCCAULEY ROBERT DUFF | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | — |
| Maura Dickson | CHIEF COMPLIANCE OFFICER | Burlington, MA |


## Disclosures (8)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158528/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158528/similar
- Related entities: https://search.stillhousedata.com/firm/158528/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158528

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.