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| Happy Holidays!! thanks for using AUM13F!! |
| RWA Wealth Partners LLC
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| CRD # | 156984 |
| SEC # | 801-73098 |
| CIK # | 0001544576 |
| AUM | $17.3 B (2025-03-31) |
| Employees | 181 (37% Investors, 0% Brokers) |
| Phone | 617-321-2200 |
| Address | 85 Wells Avenue Newton, MA 02459 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001544576 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,719 | 1.2 |
| (b) Individuals (high net worth individuals) | 3,347 | 14.7 |
| (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 | 28 | 0.5 |
| (h) Charitable organizations | 32 | 0.6 |
| (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 | 19,490 | 17.3 |
| By Discretionary | ||
| Discretionary | 19,423 | 16.9 |
| Non-Discretionary | 67 | 0.4 |
| Total | 19,490 | 17.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 17.2 | |
| Total | 19,490 | 17.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001544576] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First Command Advisory Services
✚
|
TX | 22.1 |
|
Thrivent Investment Management Inc
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MN | 17.5 |
|
Milagre Wealth Management Inc
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NY | 11.4 |
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PFS Investments Inc
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GA | 11.2 |
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Acorns Advisers LLC
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CA | 10.4 |
|
Vestmark Advisory Solutions Inc
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MA | 10.0 |
|
Vanguard Personalized Indexing Management
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|
CA | 7.3 |
|
Evanson Asset Management LLC
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|
5.1 | |
|
Klingman and Associates LLC
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|
NY | 4.8 |
|
Apella Capital LLC
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|
CT | 4.7 |