Olivia Mae Allen
Investment adviser representative at Rwa Wealth Partners
13 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
13 years in the industry.
- Rwa Wealth Partners, LLCJun 2025 to now
- JPMorgan Chase Bank NASep 2023 to Jun 2025
- JPMorgan Securities LLCSep 2023 to Jun 2025
- Goldman Sachs Ayco Personal Financial ManagementJul 2022 to Aug 2023
- UnemployedJun 2022 to Jun 2022
- Waste ManagementMay 2021 to Aug 2021
- Waste ManagementMay 2019 to Aug 2019
- Skidmore CollegeSep 2018 to May 2022
- UnemployedNov 2017 to Aug 2018
- J. Gilberts Wood-fired Steaks and SeafoodMay 2017 to Oct 2017
- UnemployedSep 2013 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7610908
- Firm CRD
- 156984