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RWA ADVISORS

BOCA RATON, FL · CRD 150120 · IAPD ↗ · rubinwealthadvisors.com · 561-288-1160

$199.1MRegulatory AUM
1Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
June 2024 — RWA ADVISORS reported RAUM up 47% ($117.5M -> $172.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.