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RWA WEALTH PARTNERS

BOSTON, MA · CRD 156984 · IAPD ↗ · rwawealth.com · (857) 255-2100

$19.80BRegulatory AUM
63Advisory reps
178Employees
15Clients
More than 500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
December 2025 — RWA WEALTH PARTNERS moved its main office from NEWTON, MA to BOSTON, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
85
April 2024 — RWA WEALTH PARTNERS grew from 52 to 71 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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