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Patrick Charles Hannon

Investment adviser representative at Rwa Wealth Partners
12 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

12 years in the industry.

  1. Rwa Wealth Partners, LLCMar 2026 to now
  2. Planning Alternatives, Ltd.Nov 2014 to Mar 2026

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 2 states (IL, MI).

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
5852224
Firm CRD
156984
Advisor's SEC record (opens in a new tab)
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