# RWA Advisors

> RWA Advisors is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 150120
- Filed as: RWA ADVISORS
- Legal name: RWA Advisors, LLC
- Also doing business as: RUBIN WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150120
- AdvisorCensus page: https://advisorcensus.com/firm/rwa-advisors-boca-raton-fl-150120

## Quick answers

**How is RWA Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), RWA Advisors reports these compensation arrangements: a percentage of assets under its management.

**Where is RWA Advisors located?**
RWA Advisors' principal office is in Boca Raton, FL, according to its Form ADV.

**Is RWA Advisors registered with the SEC or a state?**
RWA Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 150120.

**How much does RWA Advisors manage?**
RWA Advisors reports $199,120,135 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (34% discretionary).

**How have RWA Advisors' assets and staff changed since 2022?**
In the Form ADV data for RWA Advisors: Regulatory assets under management: $129,899,468 in the October 2022 data and $199,120,135 in the October 2026 data, up 53%. Total employees: 3 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does RWA Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (145); individuals (other than high net worth individuals) (68); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does RWA Advisors use?**
RWA Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does RWA Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150120

**Does RWA Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 13, 2026 says: "If you decided to open an RWA account, we will require a minimum investment amount of $1,000,000 to open and maintain an account. At our discretion, we may waive this minimum account size."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> If you decided to open an RWA account, we will require a minimum investment amount of $1,000,000 to open and maintain an account. At our discretion, we may waive this minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $199,120,135
- Discretionary: $66,973,955
- Non-discretionary: $132,146,180

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $7,253,547 |
| High net worth individuals | 145 | $93,908,620 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $97,957,968 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gettr.com/user/rubinwa
- rubinwealthadvisors.com
- truthsocial.com/@RubinWA
- Facebook @bobrubinwa
- Instagram @rubinwealthadvisors
- LinkedIn @rubin-wealth-advisors
- X @RUBINWA
- YouTube @UCqHaF0WxBru0TT4mffiiuAw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $129,899,468 | 3 | May 18, 2022 |
| October 2023 | $103,112,212 | 3 | April 27, 2023 |
| October 2024 | $172,572,209 | 3 | May 20, 2024 |
| October 2025 | $190,741,606 | 3 | March 24, 2025 |
| October 2026 | $199,120,135 | 4 | March 13, 2026 |

Regulatory assets under management: $129,899,468 in the October 2022 data and $199,120,135 in the October 2026 data, up 53%.
Total employees: 3 in October 2022 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RWA Advisors (CRD 150120): Form ADV filing data as of October 2026.