Rpa Financial, LLC

Overview

Rpa Financial, LLC is an SEC registered investment adviser based in San Rafael, CA, registered since 2018. It reports $10.9B in assets under management across 323 accounts, with 12 employees. It has 3 investment adviser representatives.

Reported AUM

$10.9B

Discretionary

81%

Accounts

323

Average account

$33.7M

Employees

12

Advisory reps

3

Registered since

2018

Jurisdictions

9

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Pension Consulting

Client types

• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Cosmo Charles Gould Chief Executive Officer, Chief Compliance Officer CRD 5033874
• Scott Christopher Hauptmann President CRD 4773447
• Melissa Rodriguez-Kirk Chief Operating Officer CRD 7832730

Advisory reps 3 of 3

• Curtis Lee Knorr Investment Adviser Rep CRD 2308655
• Todd E Timmerman Insurance Agent · Investment Adviser Rep CRD 1963879
• David John Witz Investment Adviser Rep CRD 1112773

Location

Headquarters

4340 Redwood Hwy Ste B60
San Rafael, CA 94903

County

Marin

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• SEC registered
• Registered in 9 jurisdictions

Every state, with registration dates

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