Rwa Wealth Partners
Boston, MA·SEC-registered · CRD #156984
Rwa Wealth Partners is an SEC-registered investment advisory firm in Boston, MA managing $20B across 20k client accounts, with 63 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$20B
Client accounts
20k
Advisory staff
63
Fee model
Fee-based
How Rwa Wealth Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Rwa Wealth Partners
How much does Rwa Wealth Partners manage?
Per its most recent SEC Form ADV filing (05/27/2026), Rwa Wealth Partners reports $20B in regulatory assets under management across roughly 20k client accounts.
How does Rwa Wealth Partners charge?
Rwa Wealth Partners is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Rwa Wealth Partners a fiduciary?
Yes. Rwa Wealth Partners is registered with the U.S. Securities and Exchange Commission (CRD #156984), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Rwa Wealth Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Rwa Wealth Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Rwa Wealth Partners's public SEC Form ADV filing (CRD #156984, filed 05/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Rwa Wealth Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Rwa Wealth Partners? Claim this profile.