Unclaimed Profile

Joseph Edmund Powers

RWA WEALTH PARTNERS, LLC·NEWTON, Massachusetts

Series 65Clean record13 years registeredRWA WEALTH PARTNERS, LLC

85 WELLS AVENUE, NEWTON, MA 02459CRD# 6040929Firm CRD# 156984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Edmund Powers · NEWTON, MA

Registration

CRD #6040929 · RWA WEALTH PARTNERS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

RWA WEALTH PARTNERS

Dec 2023 – present

ROPES WEALTH ADVISORS

Mar 2015 – Nov 2023

BOSTON, MA

BP WEALTH MANAGEMENT

Nov 2014 – Jan 2015

BOSTON, MA

BANYAN PARTNERS, LLC

Aug 2013 – Nov 2014

BOSTON, MA

SILVER BRIDGE

Sep 2012 – Aug 2013

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 10, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RWA WEALTH PARTNERS, LLC

CRD 156984 · SEC 801-73098

AUM

$15.4B

Regulatory assets under management

Employees

189

19,495 client accounts

Services offered by RWA WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RWA WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Edmund Powers offer?

Joseph Edmund Powers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTON, Massachusetts for a consultation.

What are Joseph Edmund Powers's credentials?

Joseph Edmund Powers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Edmund Powers located?

Joseph Edmund Powers is based in NEWTON, Massachusetts, working with RWA WEALTH PARTNERS, LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.

How does Joseph Edmund Powers charge for services?

Joseph Edmund Powers's firm is compensated through percentage of aum, hourly charges, other: model provider fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RWA WEALTH PARTNERS, LLC?

RWA WEALTH PARTNERS, LLC has approximately 189 employees and manages $15.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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