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RWA ADVISORS
Legal name: RWA ADVISORS, LLC
CRD 150120File 801-124963
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$199.1M
Below cohort median (national)
Discretionary AUM
$67.0M
Non-discretionary $132.1M
Clients
221
221 accounts
Employees
4
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 5, 2022
- Principal office
- 1200 N. FEDERAL HIGHWAY, SUITE 200, BOCA RATON, FL, 33432
- Phone
- 561-288-1160
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $199.1M
- Discretionary AUM
- $67.0M
- Non-discretionary AUM
- $132.1M
- Discretionary accounts
- 173
- Non-discretionary accounts
- 48
- Total accounts
- 221
- AUM per client
- $901K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 145 | $93.9M |
| Pension and profit sharing plans | 8 | $98.0M |
| Individuals (other than high net worth individuals) | 68 | $7.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.