Joseph A Silverman
Investment adviser representative at Rwa Wealth Partners
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$19.8BFirm assets
Are you Joseph A Silverman? 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
15 years in the industry.
- Rwa Wealth Partners, LLCApr 2026 to now
- Charles Schwab & Co., Inc.Sep 2017 to Apr 2026
- Schwab Wealth Advisory, Inc.Sep 2017 to Apr 2026
- The Vanguard Group, Inc.Apr 2011 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5409466
- Firm CRD
- 156984