SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Rwa Wealth Partners
Boston, MA
Rwa Wealth Partners, LLC, CRD 156984
Firm filing updated May 27, 2026 ·
- $19.8BAssets
- 63Advisory staff
- 19,649Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals3,545
- Individuals2,406
- Charities33
- Corporations or other businesses23
- Pension and profit sharing plans20
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 2,406 | $1.1 billion |
| High net worth individuals | 3,545 | $17.3 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 20 | $535.0 million |
| Charitable organizations | 33 | $673.4 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $1.6 million |
| Corporations or other businesses not listed above | 23 | $141.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other: "TRUSTEE AND TRUST ADMINSTRATION"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other: "TRUSTEE AND TRUST ADMINSTRATION"
Assets and accounts
- Regulatory assets$19.8 billion
- Accounts19,649
- Discretionary$19.4 billion · 19,564 accounts
- Non-discretionary$394.7 million · 85 accounts
People
- Employees178
- Advisory staff63
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients2,000
Advisors
51 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Rwa Wealth Partners, LLC SEC-registered investment advisor. CRD 156984, SEC file 801-73098.
- Registered with the SEC as an investment advisor (status date on record: January 20, 2012).
Is Rwa Wealth Partners a fiduciary?
Short answer: Rwa Wealth Partners is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.