Charles Morton Toole
Investment adviser representative at Rwa Wealth Partners
20 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$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
20 years in the industry.
- Rwa Wealth Partners, LLCFeb 2017 to now
- Polaris Wealth Advisory GroupSep 2023 to Nov 2023
- Adviser Investments, LLCFeb 2017 to Nov 2023
- Braver Wealth Management, LLCFeb 2006 to Feb 2017
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
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
- 5654191
- Firm CRD
- 156984