← Back to searchVisit website
RWA WEALTH PARTNERS
RWA WEALTH PARTNERS, LLC
CRD 156984 · SEC 801-73098
PRUDENTIAL TOWER, 800 BOYLSTON STREET, BOSTON, MA, 02199, United States
Phone
(857) 255-2100
Fax
(857) 400-9757
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$19.80B
Discretionary AUM
$19.40B
Team
178 total employees; 63 advisory reps; 15 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TRUSTEE AND TRUST ADMINSTRATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2406 | $1.12B |
| High net worth individuals | 3545 | $17.32B |
| Pension/profit sharing plans | 20 | $535.0M |
| Charitable organizations | 33 | $673.4M |
| Corporations/business entities | 23 | $141.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD