Karen Marie Schmid
Investment adviser representative at Rwa Wealth Partners
25 yearsExperience
2 statesRegistered in
CFADesignation
$19.8BFirm assets
Are you Karen Marie Schmid? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Rwa Wealth Partners, LLCAug 2025 to now
- Moirai Wealth Management LLCJan 2001 to Aug 2025
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Rwa Wealth Partners
Legal name: Rwa Wealth Partners, LLC
$19.8BAssets managed
6,027Clients
72Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2488834
- Firm CRD
- 156984