← Directory
RWA WEALTH PARTNERS
Legal name: RWA WEALTH PARTNERS, LLC
CRD 156984File 801-73098
APPROVED
Retail clients
Custody
Filing as of May 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$19.80B
Top 10% of cohort (national)
Discretionary AUM
$19.40B
Non-discretionary $394.7M
Clients
6,027
19,649 accounts
Employees
178
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 20, 2012
- Principal office
- PRUDENTIAL TOWER, 800 BOYLSTON STREET, BOSTON, MA, 02199
- Phone
- (857) 255-2100
- Website
- https://rwawealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $19.80B
- Discretionary AUM
- $19.40B
- Non-discretionary AUM
- $394.7M
- Discretionary accounts
- 19,564
- Non-discretionary accounts
- 85
- Total accounts
- 19,649
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 23 | $141.6M |
| Charitable organizations | 33 | $673.4M |
| High net worth individuals | 3,545 | $17.32B |
| Pension and profit sharing plans | 20 | $535.0M |
| State or municipal government entities | Fewer than 5 | $1.6M |
| Individuals (other than high net worth individuals) | 2,406 | $1.12B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- 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.