|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| RWA Advisors LLC
✚
|
|
|---|---|
| CRD # | 150120 |
| SEC # | 801-124963 |
| CIK # | |
| AUM | $190.7 M (2025-03-24) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 561-288-1160 |
| Address | 1200 N Federal Highway Boca Raton, FL 33432 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 6.8 |
| (b) Individuals (high net worth individuals) | 130 | 86.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 98.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 196 | 190.7 |
| By Discretionary | ||
| Discretionary | 155 | 58.3 |
| Non-Discretionary | 41 | 132.5 |
| Total | 196 | 190.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.7 | |
| Total | 196 | 190.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Williams Financial LLC
✚
|
VT | 0.2 |
|
Kohlhepp Investment Advisors Ltd
✚
|
PA | 0.2 |
|
Trend Trade Pro LLC
✚
|
CA | 0.2 |
|
ARK Wealth Management LLC
✚
|
TX | 0.2 |
|
Nova Wealth Management Inc
✚
|
FL | 0.2 |
|
Parker Financial Advisors LLC
✚
|
TX | 0.2 |
|
Chapman Investment Management LLC
✚
|
0.2 | |
|
KURE Advisory LLC
✚
|
MN | 0.2 |
|
Iadvise Partners LLC
✚
|
NY | 0.2 |
|
Argyle Capital Partners LLC
✚
|
CA | 0.2 |