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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 181 | 178 | decreased by3 |
| Apr 1, 2026 | Clients | 6,149 | 6,027 | decreased by122 |
| Apr 1, 2026 | AUM | $17,255,241,142 | $19,795,286,684 | increased by$2,540,045,542 |
| Apr 1, 2026 | Accounts | 19,490 | 19,649 | increased by159 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 104 | 181 | increased by77 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,970 | 6,149 | increased by2,179 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,249,890,965 | $17,255,241,142 | increased by$10,005,350,177 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 12,259 | 19,490 | increased by7,231 |
| Apr 1, 2022 | Employees | 93 | 104 | increased by11 |
| Apr 1, 2022 | Disclosures | Yes | No | |
| Apr 1, 2022 | Clients | 3,813 | 3,970 | increased by157 |
| Apr 1, 2022 | AUM | $6,541,316,035 | $7,249,890,965 | increased by$708,574,930 |
| Apr 1, 2022 | Accounts | 10,767 | 12,259 | increased by1,492 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RWA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RWA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.