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| RWA Advisors LLC
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|
|---|---|
| CRD # | 150120 |
| SEC # | 801-124963 |
| CIK # | |
| AUM | $199.1 M (2026-03-13) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 561-288-1160 |
| Address | 1200 N Federal Highway Boca Raton, FL 33432 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 7.3 |
| (b) Individuals (high net worth individuals) | 145 | 93.9 |
| (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 | 8 | 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 | 221 | 199.1 |
| By Discretionary | ||
| Discretionary | 173 | 67.0 |
| Non-Discretionary | 48 | 132.1 |
| Total | 221 | 199.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.1 | |
| Total | 221 | 199.1 |
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|---|---|---|
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DBK Financial Counsel LLC
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|
OH | 0.2 |
|
Executive Financial Services Inc
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MI | 0.2 |
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NJ | 0.2 |
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Sechrest Financial Services LLC
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MA | 0.2 |
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AIO Financial LLC
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AZ | 0.2 |
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RIK Saylor Financial Inc
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OH | 0.2 |
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Financial Architects LLC
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GA | 0.2 |
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Bedminster LLC
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SC | 0.2 |
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MJT & Associates Financial Advisory Group Inc
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MN | 0.2 |
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Erickson Financial Group LLC
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PA | 0.2 |