RIPL Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,675,979
Clients
35
Advisors
2
of 3 employees
About
RIPL Wealth LLC is a state-registered investment adviser that manages discretionary portfolios for individuals, multi-generational families, and charitable organizations. The two-advisor firm provides investment management, written financial planning, consulting, and legacy-position advisory services for roughly 35 clients and about $31.8 million in discretionary assets under management.
The firm combines charting (technical), fundamental, and a proprietary quantitative optimization model to build portfolios concentrated in equities, ADRs, fixed income, mutual funds, and ETFs, and it may recommend alternatives or structured notes when deemed appropriate. Portfolios are managed on a discretionary basis with active rebalancing and a long-term holding orientation, while financial planning is delivered as a standalone written product unless the client elects ongoing management.
Compared with peers, RIPL is notable for its recent formation and transition from SEC to state registration, its small team size, and relatively high fixed-fee ceilings for financial planning and consulting engagements (up to $50,000). The firm also recommends a single institutional custodian, participates in that custodian’s institutional services program (soft-dollar benefits), documents legacy-holdings and standing letter-of-authorization practices, and leaves proxy voting to clients rather than voting securities on their behalf.
Client services
Expertise
Fee options
Up to $50,000 fixed fee for financial planning and consulting services, fees are negotiable and mutually agreed upon
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.10% $5,000,001 - $10,000,000: 1.00% $10,000,001 - $25,000,000: 0.80% $25,000,001+: Negotiable
Main office
3711 John F. Kennedy Parkway, Suite 225
Fort Collins CO 80525
Advisors at this office
2
Most active in
Colorado · Nebraska · Texas
Also doing business as
Ripl Wealth · Ripl Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Chase B
Series 66
Fort Collins, CO
RIPL Wealth
Chase Bellefeuille is a financial advisor at RIPL Wealth with five years of industry experience. He holds the Series 66 designation and has worked previously at RL Farmer Wealth Strategies and Thrivent Financial. Outside of advising, he is a partial owner of a business that organizes pickleball events. RIPL Wealth LLC is a state-registered investment adviser serving individuals, multi-generational families, and charitable organizations. The firm manages discretionary portfolios using a combination of technical, fundamental, and quantitative models, focusing on equities, fixed income, mutual funds, and ETFs with active rebalancing and a long-term investment approach.
Adam K
Series 66
Fort Collins, CO
RIPL Wealth
Adam Kasick is a financial advisor with RIPL Wealth in Fort Collins, CO. He holds a Series 66 designation and has one year of industry experience. Outside of his advisory role, he has experience with Aspen Leaf Roofing and previously worked at Titleist Roadside Assistance for 13 years. RIPL Wealth LLC manages discretionary portfolios for individuals, families, and charitable organizations, using a combination of technical, fundamental, and quantitative methods to construct equity- and fixed-income concentrated portfolios. The firm offers investment management and written financial planning services to approximately 35 clients with $31.8 million in discretionary assets under management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)