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RWA ADVISORS
RWA ADVISORS, LLC
CRD 150120 · SEC 801-124963
1200 N. FEDERAL HIGHWAY, SUITE 200, BOCA RATON, FL, 33432, United States
Phone
561-288-1160
Fax
561-430-2673
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$199.1M
Discretionary AUM
$67.0M
Team
4 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersESTATE PLANNING, INSURANCE POLICY REVIEWS & RELATED CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $7.3M |
| High net worth individuals | 145 | $93.9M |
| Pension/profit sharing plans | 8 | $98.0M |
States served
FL
All web addresses on file
- https://www.rubinwealthadvisors.com
- https://www.facebook.com/bobrubinwa
- https://www.linkedin.com/company/rubin-wealth-advisors/
- https://www.youtube.com/channel/UCqHaF0WxBru0TT4mffiiuAw/videos
- HTTP://TWITTER.COM/RUBINWA
- https://www.instagram.com/rubinwealthadvisors/
- https://gettr.com/user/rubinwa
- https://truthsocial.com/@RubinWA
Official SEC filing: View on IAPD