Stephen In hee Lee
Investment adviser representative at Rwa Wealth Partners
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$19.8BFirm assets
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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
14 years in the industry.
- Rwa Wealth Partners, LLCNov 2023 to now
- Polaris Wealth Advisory Group, LLCJun 2023 to Nov 2023
- Mariner Wealth AdvisorsMar 2021 to Jun 2023
- Mercer Global Advisors Inc.Jun 2019 to Mar 2021
- Empirical Wealth ManagementJul 2018 to Jun 2019
- Bancwest Investment ServicesApr 2018 to Jul 2018
- Bank of the WestApr 2018 to Jul 2018
- TIAASep 2012 to Apr 2018
- TIAA-CREF Individual & Institutional Services, LLCSep 2012 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2013
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
- 4477779
- Firm CRD
- 156984