Daniel Luiz Almeida
Investment adviser representative at Rwa Wealth Partners
11 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
11 years in the industry.
- Rwa Wealth PartnersDec 2023 to now
- Ropes Wealth Advisors, a Division of Rwa Wealth Partners, LLCNov 2023 to now
- Ropes Wealth Advisors LLCNov 2017 to Oct 2023
- Boston Private Wealth LLCApr 2015 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 7005527
- Firm CRD
- 156984