This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$334MItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$273M

Private client RAUM

$334MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$111Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

3

Offices

2Schedule D 1.F, beyond the principal office

Accounts

1,166

Individual clients

408

High net worth clients

88

SEC number

801-118797

CRD

168581

Filings on the tape

18

First filed

Apr 25, 2020

Latest filed

Mar 13, 2026

Organised

Corporation, CA

Website

letsmakeaplan.org

• Occurred

  Sep 13, 2021
  Control person joined

  Robert Matthew Theal (Owner) appeared on Schedule A of Evermont Wealth

  Form ADVobserved 6 days ago
• Occurred

  Apr 25, 2020
  First Form ADV filing

  Rpa Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:deee22eb-b8bd-3848-1885-1d9847442a51

First observed

Apr 25, 2020

Last observed

Mar 13, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.