Rwa Wealth Partners

CRD 156984 · Boston, MA · $19.8B AUM

RIA

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 2 of 2

Terrence Callahan TedeschiCRD 6743606 · Boston, MA

IA Registered
Sean Clifford TurnerCRD 7729432 · Boston, MA

IA Registered
James Wesley VerityCRD 2278327 · Boston, MA

IA Registered
Jennifer Kleimon VotanoCRD 4553168 · Boston, MA

IA Registered
Frederick John WintersCRD 4267458 · Boston, MA

IA Registered
Alden Wakefield WitmanCRD 4872914 · Boston, MA

IA RegisteredRegistration inactive
Kari Elizabeth WolfsonCRD 5323592 · Boston, MA

IA Registered
Matthew Gerard WyllieCRD 4803766 · 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.

SEC IAPD record for firm CRD 156984 ↗ FINRA BrokerCheck record for firm CRD 156984 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.