Diana Portlock Linn
Investment adviser representative at Rwa Wealth Partners
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$19.8BFirm assets
Are you Diana Portlock Linn? 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
18 years in the industry.
- Rwa Wealth Partners, LLCAug 2018 to now
- Adviser Investments, LLCSep 2016 to Apr 2024
- Life Time FitnessAug 2008 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
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
- 6062985
- Firm CRD
- 156984