Matthew Don Batzel
Investment adviser representative at Rwa Wealth Partners
20 yearsExperience
1 stateRegistered in
$19.8BFirm assets
14 yearsFirm in business
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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, LLCNov 2023 to now
- Polaris Wealth Advisory Group, LLCJun 2020 to Nov 2023
- Polaris Greystone Financial Group, LLCJun 2018 to Jun 2020
- Periscope HoldingsSep 2017 to Sep 2018
- Investools/td AmeritradeJul 2006 to Jun 2017
- TD AmeritradeJul 2006 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
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
- 5986777
- Firm CRD
- 156984