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| RWA Wealth Partners LLC
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|---|---|
| CRD # | 156984 |
| SEC # | 801-73098 |
| CIK # | 0001544576 |
| AUM | 19.80 B (2026-05-27) |
| Employees | 178 (35% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 857-255-2100 |
| Address | Prudential Tower Boston, MA 02199 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Tue, 30 Jun 2026 | RWA Wealth Partners Named to CNBC Elite Advisors List — StreetInsider |
| Mon, 22 Jun 2026 | RWA Wealth Partners — CNBC |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Caterpillar Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Visa Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,406 | 1.1 |
| (b) Individuals (high net worth individuals) | 3,545 | 17.3 |
| (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 | 20 | 0.5 |
| (h) Charitable organizations | 33 | 0.7 |
| (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 | 23 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 19,649 | 19.8 |
| By Discretionary | ||
| Discretionary | 19,564 | 19.4 |
| Non-Discretionary | 85 | 0.4 |
| Total | 19,649 | 19.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 19.7 | |
| Total | 19,649 | 19.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001544576] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.0B |
| Clients | 15 |
| Serves | Retail |
| LEI | 254900Y57Z0K6EY7M367 |
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