Holly A Dumlupinar
Investment adviser representative at Rwa Wealth Partners
14 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
14 years in the industry.
- Rwa Wealth Partners LLCJan 2024 to now
- J.P. Morgan Securities LLCMay 2023 to Jan 2024
- First Republic Securities Company, LLCJan 2021 to Jan 2024
- First Republic BankJul 2019 to Jan 2024
- CitigroupJan 2017 to Jul 2019
- CitibankJul 2012 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2025
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
- 6737095
- Firm CRD
- 156984