# RWA Wealth Partners

> 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.

- CRD: 156984
- Filed as: RWA WEALTH PARTNERS
- Legal name: RWA Wealth Partners, LLC
- Also doing business as: RWA, RWA CAPITAL, RWA FAMILY OFFICE, RWA PRIVATE WEALTH, RWA WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156984
- AdvisorCensus page: https://advisorcensus.com/firm/rwa-wealth-partners-boston-ma-156984

## Quick answers

**How is RWA Wealth Partners compensated?**
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).

**Where is RWA Wealth Partners located?**
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).

**Is RWA Wealth Partners registered with the SEC or a state?**
RWA Wealth Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156984.

**How much does RWA Wealth Partners manage?**
RWA Wealth Partners reports $19,795,286,684 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (98% discretionary).

**How have RWA Wealth Partners' assets and staff changed since 2021?**
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.

**What types of clients does RWA Wealth Partners serve?**
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).

**Which custodians does RWA Wealth Partners use?**
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.

**Does RWA Wealth Partners 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/156984

**What changed in RWA Wealth Partners' recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

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

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: $19,795,286,684
- Discretionary: $19,400,573,272
- Non-discretionary: $394,713,412

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,406 | $1,119,506,538 |
| High net worth individuals | 3,545 | $17,324,200,415 |
| 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) | 20 | $534,981,920 |
| Charitable organizations | 33 | $673,441,460 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $1,581,589 |
| 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 | 23 | $141,574,762 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 178 total, 63 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Chicago, IL
- Costa Mesa, CA
- Newton, MA
- San Francisco, CA
- Traverse City, MI

### Websites listed on Form ADV (Item 1.I)
- rwacapital.com
- rwawealth.com
- Facebook @rwawealthpartners
- Instagram @rwawealth
- LinkedIn @rwawealth
- X @rwa_wealth
- YouTube @rwawealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,541,316,035 | 93 | September 2, 2021 |
| October 2022 | $7,249,890,965 | 104 | May 6, 2022 |
| October 2023 | $6,417,858,093 | 109 | April 27, 2023 |
| October 2024 | $15,423,271,608 | 189 | June 14, 2024 |
| October 2025 | $17,255,241,142 | 181 | March 31, 2025 |
| October 2026 | $19,795,286,684 | 178 | May 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

### January 2026
- No longer registered or notice-filed in PR, VI.

### November 2025
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RWA Wealth Partners (CRD 156984): Form ADV filing data as of October 2026.