{
  "crd_number": 156984,
  "slug": "rwa-wealth-partners-boston-ma-156984",
  "primary_business_name": "RWA WEALTH PARTNERS",
  "legal_name": "RWA WEALTH PARTNERS, LLC",
  "dbas": [
    "RWA",
    "RWA CAPITAL",
    "RWA FAMILY OFFICE",
    "RWA PRIVATE WEALTH",
    "RWA WEALTH"
  ],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-01-20",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-05-27",
  "carried_forward": false,
  "raum_total": 19795286684.0,
  "raum_discretionary": 19400573272.0,
  "raum_non_discretionary": 394713412.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 178,
  "advisory_employees": 63,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 673441460.0,
      "count": 33
    },
    "individuals": {
      "raum": 1119506538.0,
      "count": 2406
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 1581589.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 534981920.0,
      "count": 20
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 17324200415.0,
      "count": 3545
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 141574762.0,
      "count": 23
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/rwawealthpartners",
    "https://instagram.com/rwawealth",
    "https://linkedin.com/company/rwawealth",
    "https://rwacapital.com",
    "https://rwawealth.com",
    "https://x.com/rwa_wealth",
    "https://youtube.com/@rwawealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156984",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/rwa-wealth-partners-boston-ma-156984",
  "display_name": "RWA Wealth Partners",
  "summary": "RWA Wealth Partners is an SEC-registered investment advisory firm in Boston, MA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 27, 2026.",
  "citation": "AdvisorCensus. RWA Wealth Partners (CRD 156984): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is RWA Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), RWA Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is RWA Wealth Partners located?",
      "a": "RWA Wealth Partners' principal office is in Boston, MA, according to its Form ADV; the June 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is RWA Wealth Partners registered with the SEC or a state?",
      "a": "RWA Wealth Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156984."
    },
    {
      "q": "How much does RWA Wealth Partners manage?",
      "a": "RWA Wealth Partners reports $19,795,286,684 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (98% discretionary)."
    },
    {
      "q": "How have RWA Wealth Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for RWA Wealth Partners: Regulatory assets under management: $6,541,316,035 in the October 2021 data and $19,795,286,684 in the October 2026 data, up 203%. Total employees: 93 in October 2021 and 178 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does RWA Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (3,545); individuals (other than high net worth individuals) (2,406); charitable organizations (33)."
    },
    {
      "q": "Which custodians does RWA Wealth Partners use?",
      "a": "RWA Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does RWA Wealth Partners report any disciplinary disclosures?",
      "a": "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/156984"
    },
    {
      "q": "What changed in RWA Wealth Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 67 to 63. Regulatory assets under management went from $17,255,241,142 to $19,795,286,684 (+15%). No longer lists an office in Houston, TX."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 6541316035.0,
      "total_employees": 93,
      "filing_date": "2021-09-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 7249890965.0,
      "total_employees": 104,
      "filing_date": "2022-05-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6417858093.0,
      "total_employees": 109,
      "filing_date": "2023-04-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 15423271608.0,
      "total_employees": 189,
      "filing_date": "2024-06-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 17255241142.0,
      "total_employees": 181,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 19795286684.0,
      "total_employees": 178,
      "filing_date": "2026-05-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 67 to 63.",
        "Regulatory assets under management went from $17,255,241,142 to $19,795,286,684 (+15%).",
        "No longer lists an office in Houston, TX."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in PR, VI."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added the business name RWA Wealth.",
        "Added an office in Newton, MA.",
        "Added an office in San Francisco, CA.",
        "No longer lists an office in Boston, MA.",
        "No longer lists an office in San Rafael, CA.",
        "No longer lists an office in Troy, MI.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/rwa-wealth-partners-boston-ma-156984.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2406,
      "fewer_than_5": false,
      "raum": 1119506538.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3545,
      "fewer_than_5": false,
      "raum": 17324200415.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 534981920.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 33,
      "fewer_than_5": false,
      "raum": 673441460.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1581589.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 23,
      "fewer_than_5": false,
      "raum": 141574762.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156984",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}