RWA Wealth Partners
TL;DR
RWA offers investment management to individuals, families, trusts and charities through RWA Private Wealth and RWA Family Office, plus sub-advisory strategies under RWA Capital.
$19.8 billion
Regulatory AUM
As of ADV filing 2026-05-27
19,649
Accounts / Clients
5,951 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
178
Team Size
employees, 63 advisory
14 yrs
Years Registered
First registered 2012
About RWA Wealth Partners
RWA offers investment management to individuals, families, trusts and charities through RWA Private Wealth and RWA Family Office, plus sub-advisory strategies under RWA Capital.
Office: 800 Boylston Street, Floor 30, Boston, MA 02199.
Best for: Families above $500K wanting investment management with a family office option
Fee model and designations stated on the guide
Advisory fees
Form ADV data
CRD156984
RegistrationSEC-registered
First registration2012
Regulatory AUM$19.8 billion
ADV filing date2026-05-27
Accounts19,649
Clients5,951 individual and high-net-worth clients
Employees178
Advisory employees63
Fee modelAsset-based advisory fees; ADV 2A says RWA receives no portion of custodian commissions
Minimum$500,000 aggregate account value, household accounts combined, waivable (ADV 2A)
Disclosure events (Item 11)0
DesignationsNone found on the contact page or in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 156984, as of ADV filing 2026-05-27, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Boston, MA (2026): rank 9 of 10
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