RWA WEALTH PARTNERS, LLC

RWA WEALTH PARTNERS
NEWTON, Massachusetts·16 registered advisors·CRD# 156984
SEC# 801-730989617-321-2200
01

Firm Overview

AUM
$15.4B
Regulatory assets under management
Employees
189
Total firm employees
Advisors
16
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 PlanningInvestment ManagementWealth Management
04

Advisors at RWA WEALTH PARTNERS, LLC

16 registered advisors
Barry Hollander
NEWTON, Massachusetts
Chelsea Jurman
NEWTON, Massachusetts
Daniel Fitzsimmons Silver
NEWTON, Massachusetts
Daniel Philip Wiener
NEWTON, Massachusetts
James Hale Lowell
NEWTON, Massachusetts
Jeffrey David Demaso
NEWTON, Massachusetts
Joseph Edmund Powers
NEWTON, Massachusetts
Kristin Dibarnaba Fazio
NEWTON, Massachusetts
Mario Marques Ramos
NEWTON, Massachusetts
Matthew Guy Hamilton
NEWTON, Massachusetts
Matthew Stephen Borden
NEWTON, Massachusetts
Michelle Ann Knight
NEWTON, Massachusetts
Steven Michael Gaven
NEWTON, Massachusetts
Timothy John Clift
NEWTON, Massachusetts
Timothy Joseph O'hara
NEWTON, Massachusetts
Vamsi Krishna Yadlapati
NEWTON, Massachusetts
05

Office Locations

NEWTON, Massachusetts
16 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.