Shruti Bansal
Investment adviser representative at Rwa Wealth Partners
12 yearsExperience
1 stateRegistered in
CFADesignation
$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
12 years in the industry.
- Rwa Wealth PartnersDec 2023 to now
- Ropes Wealth Advisors, a Division of Rwa Wealth Partners, LLCNov 2023 to now
- Ropes Wealth Advisors LLCJan 2022 to Oct 2023
- Osbon Capital ManagementJan 2020 to Jan 2022
- UnemployedAug 2019 to Dec 2019
- Agate Fund Management (f/k/a Moreland Management)Sep 2014 to Jul 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 4515898
- Firm CRD
- 156984