RWA Wealth Partners

Updated today

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Client assets under management

$18,443,706,953

Clients

5,951

60% high-net worth

Advisors

of 178 employees

Firm type

Multi Team

Clients per advisor

High

Average account size

$3,099,262

Client services

Financial planning Portfolio management Trustee and trust adminstration

Main office location

RWA Wealth Partners

Prudential Tower, 800 Boylston Street

Boston MA 02199, United States

Number of offices

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website (857) 255-2100

Advisors at this firm

Kari W

CFP®, Series 65

Boston, MA

RWA Wealth Partners

Holly D

Series 63, Series 65

Boston, MA

RWA Wealth Partners

Catherine O

CFP®, Series 63, Series 65

Boston, MA

RWA Wealth Partners

Timothy M

CFP®, Series 63, Series 66

Boston, MA

RWA Wealth Partners

Gabriel R

Series 65

PFS™, Series 66

Boston, MA

RWA Wealth Partners

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