RPC Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RPC Wealth, LLC provides discretionary investment management, financial planning, and consulting to individual clients and their trusts, overseeing roughly $106 million in regulatory assets under management. The firm manages assets directly and by allocating to or recommending unaffiliated independent managers and model portfolios.
RPC’s investment process is top‑down and macro‑environmental, emphasizing tactical asset allocation with sector rotation and a relative growth/value framework, and it may incorporate strategies such as structured notes and ETFs where appropriate. The firm also offers standalone financial planning, coordinates with clients’ other advisors, and uses a licensed digital estate‑planning platform that can connect clients with attorneys for document preparation.
RPC is affiliated with an insurance agency and its investment adviser representatives are licensed insurance agents who may receive commissions, bonuses, or other incentives for insurance and annuity sales; the brochure discloses these arrangements and the firm’s policies to address related conflicts of interest. The firm recently transitioned from state registration to SEC registration, does not vote client proxies (clients receive proxy materials directly), and discloses other referral compensation (for example, precious metals dealer referrals), reflecting a mix of advisory, insurance, and referral activities that differs from many peers.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.40% $1,000,000 - $2,000,000: 1.30% $2,000,000 - $3,000,000: 1.20% $3,000,000 - $4,000,000: 1.10% $4,000,000+: 1.00%
Main office
700 W. Eisenhower Blvd, Suite 130
Loveland CO 80537
Advisors at this office
4
Most active in
Colorado · Nebraska · Texas · Utah · Wyoming
Also doing business as
Cumrine Wealth Management, LLC · Retirement Planning Center Of The Rockies · Rpc 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Brian R
Series 65
Loveland, CO
RPC Wealth, LLC
Brian Read is a financial advisor at RPC Wealth, LLC in Loveland, CO. He holds a Series 65 designation and joined the firm in 2025. Prior to his current role, he held positions in various fields including banking and education. RPC Wealth, LLC provides discretionary investment management, financial planning, and consulting to individual clients and their trusts, managing approximately $106 million in assets. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation.
Jaris H
Series 63, Series 65
Loveland, CO
RPC Wealth, LLC
Jaris Hansen is a financial advisor with RPC Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Brookstone Capital Management for 10 years and has been associated with the Retirement Planning Center since 2001, where he also operates as a licensed insurance agent. RPC Wealth, LLC provides discretionary investment management, financial planning, and consulting services to individual clients and their trusts. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, and it also offers standalone planning and coordination with other advisors.
Joshua C
Series 65
Loveland, CO
RPC Wealth, LLC
Joshua Cumrine is a financial advisor with RPC Wealth, LLC, holding a Series 65 credential and 14 years of industry experience. He has been involved with Cumrine Wealth Management, LLC since 2015 and Cumrine & Company, LLC since 2009, where he is also active in insurance sales and teaching. Cumrine is a co-owner of the Retirement Planning Center of the Rockies. RPC Wealth, LLC provides discretionary investment management, financial planning, and consulting services to individual clients and their trusts. The firm uses a top-down, macro-environmental investment approach with tactical asset allocation and offers standalone financial planning, coordinating with clients' other advisors and utilizing a digital estate-planning platform.
Brandon H
Series 63, Series 65
Loveland, CO
RPC Wealth, LLC
Brandon Hansen is an advisor at RPC Wealth, LLC in Loveland, CO, holding Series 63 and Series 65 licenses with no prior industry experience. Before joining RPC Wealth, he worked in real estate for over eight years, including roles at Inside Real Estate, Keller Williams Realty, and Whitman Burns Realty. RPC Wealth, LLC provides discretionary investment management, financial planning, and consulting services to individuals and trusts, managing approximately $106 million in assets. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation, and offers standalone planning and coordination with clients’ other advisors.
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