AUMdb

Rpmfp, L.L.C.

State-registered Wealth Manager · Boutique (under $100M) CRD 302078 · Salt Lake City, UT · www.rigbywatts.com
☆ Save with Pro ADV data as of Jan 13, 2026
Regulatory AUM
$50.0M
Discretionary
$50.0M
Clients
Avg AUM / client
Accounts
162
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) Fewer than 5 clients $29.0M 58.0%
High net worth individuals Fewer than 5 clients $15.0M 30.0%
Pension and profit sharing plans Fewer than 5 clients $1.0M 2.0%
Charitable organizations Fewer than 5 clients $5.0M 10.0%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Andrew Duane Rigby Registered representative Oct 2019 (7y)
Taylor Christian Drage Registered representative Apr 2023 (3y)
James Cornwall Norman Registered representative Jun 2023 (3y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/13/2026 1.08 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 13, 2026.

View current Form ADV (SEC/IAPD) ↗