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RWA WEALTH PARTNERS, LLC
RWA WEALTH PARTNERS, LLC
RWA WEALTH PARTNERS
NEWTON, Massachusetts
·
8 registered advisors
·
CRD# 156984
SEC# 801-73098
9
617-321-2200
01
Firm Overview
AUM
$15.4B
Regulatory assets under management
Employees
189
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Other: MODEL PROVIDER FEE
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at RWA WEALTH PARTNERS, LLC
8 registered advisors
Chelsea Jurman
NEWTON, Massachusetts
CRD# 5902160
Daniel Fitzsimmons Silver
NEWTON, Massachusetts
CRD# 2555413
Daniel Philip Wiener
NEWTON, Massachusetts
CRD# 2541741
James Hale Lowell
NEWTON, Massachusetts
CRD# 2771544
Jeffrey David Demaso
NEWTON, Massachusetts
CRD# 7010091
Joseph Edmund Powers
NEWTON, Massachusetts
CRD# 6040929
Michelle Ann Knight
NEWTON, Massachusetts
CRD# 2866359
Timothy John Clift
NEWTON, Massachusetts
CRD# 2088320
05
Office Locations
NEWTON, Massachusetts
8 advisors
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Data sourced from SEC Form ADV filings. RWA WEALTH PARTNERS, LLC (CRD# 156984) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.