Rwa Wealth Partners

Firm record

As recorded in SEC IAPD

Firm CRD

156984

SEC number

801-73098

Firm type

RIA

Assets under management

$19.8B as of May 27, 2026

Website

rwawealth.com ↗

Phone

(857) 255-2100

Address

Prudential Tower, Boston, MA, 02199

Advisors at this firm

58 in our index · page 1 of 2

• Daniel Luiz AlmeidaCRD 7005527 · Boston, MA
  IA Registered
• Shruti BansalCRD 4515898 · Boston, MA
  IA Registered
• Matthew Don BatzelCRD 5986777 · Houston, TX
  IA RegisteredRegistration inactive
• Jeffrey Abraham BeshanskyCRD 5114472 · Boston, MA
  IA Registered
• Cody Allen CarlsonCRD 6641780 · Chicago, IL
  IA RegisteredRegistration inactive
• Vanessa Anjelica Carter-WittCRD 6407458 · Troy, MI
  IA RegisteredRegistration inactive
• Ryan F. ChristensenCRD 5888196 · Boston, MA
  IA Registered
• William Connor DavisCRD 8220989 · Chicago, IL
  IA Registered
• Michael DillaireCRD 6612761 · Boston, MA
  IA RegisteredRegistration inactive
• Ryan DrewsCRD 5071176 · Troy, MI
  IA RegisteredRegistration inactive
• Holly A DumlupinarCRD 6737095 · Boston, MA
  IA RegisteredRegistration inactive
• Matthew Philip EricksonCRD 3147132 · Troy, MI
  IA Registered
• David Alan FontaineCRD 4236276 · Boston, MA
  IA Registered
• Brennan Dean FoustCRD 7180833 · San Francisco, CA
  IA Registered
• Colbey Jyaire GilfordCRD 7336576 · Houston, TX
  IA Registered
• Sydnee GoodeauxCRD 6959212 · Boston, MA
  IA RegisteredRegistration inactive
• Winfield Craven GrimmCRD 6599478 · Boston, MA
  IA Registered
• Christopher Michael HaganCRD 4084243 · Boston, MA
  IA Registered
• Patrick Charles HannonCRD 5852224 · Lathrup Village, MI
  IA Registered
• Stephen Ellsworth JohnsonCRD 3242185 · Boston, MA
  IA Registered
• Joshua Webster JonesCRD 3122004 · Boston, MA
  IA Registered
• Joshua Sonenberg JurbalaCRD 6998720 · Boston, MA
  IA Registered
• Christopher John KeithCRD 1471810 · Boston, MA
  IA Registered
• John KennedyCRD 3093659 · Boston, MA
  IA Registered
  Disclosure event(s) on record
• Elizabeth Stone KesselmanCRD 2939010 · Boston, MA
  IA Registered
• Michelle Ann KnightCRD 2866359 · Boston, MA
  IA Registered
• Nikhil Patil KyathappalaCRD 6657925 · Boston, MA
  IA RegisteredRegistration inactive
• Jeremy A LehrerCRD 4562552 · San Rafael, CA
  IA RegisteredRegistration inactive
• Diana Portlock LinnCRD 6062985 · Boston, MA
  IA Registered
• Jennifer K LovelessCRD 4980349 · Boston, MA
  IA Registered
• Judith Diane LudwigCRD 4340044 · Boston, MA
  IA Registered
• Francis J LeeCRD 1954478 · Boston, MA
  IA RegisteredRegistration inactive
• Stephen In Hee LeeCRD 4477779 · Costa Mesa, CA
  IA RegisteredRegistration inactive
• David Joseph MastroianniCRD 5692237 · Boston, MA
  IA Registered
• Jeff Jacob MenningCRD 2909757 · Costa Mesa, CA
  IA Registered
  Disclosure event(s) on record
• Dina Hamdy MilneCRD 6368428 · Boston, MA
  IA Registered
• Christopher MinahanCRD 6501915 · Boston, MA
  IA RegisteredRegistration inactive
• Ryan William O'shaughnessyCRD 6539219 · Boston, MA
  IA RegisteredRegistration inactive
• Catherine OcampoCRD 2649000 · Boston, MA
  IA RegisteredRegistration inactive
• Joseph Edmund PowersCRD 6040929 · Boston, MA
  IA Registered
• John Charles PuetzCRD 4351483 · Traverse City, MI
  IA Registered
• Steven Edward RederCRD 4247614 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Michael Raymond RussoCRD 6347910 · Boston, MA
  IA Registered
• Gabriel RealeCRD 8152630 · Boston, MA
  IA Registered
• Karen Marie SchmidCRD 2488834 · San Francisco, CA
  IA Registered
• Francis John SennottCRD 1527341 · Boston, MA
  IA Registered
• Bradley Keith SharpCRD 2844268 · Boston, MA
  IA Registered
• Michael James StevensCRD 6602569 · Boston, MA
  IA Registered
• Charles Morton TooleCRD 5654191 · Boston, MA
  IA Registered
• Geoffrey Charles TurnerCRD 4539555 · Boston, MA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.