RWA WEALTH PARTNERS

85 Wells Avenue
Suite 109
Newton, Massachusetts 02459
Tel: 617-321-2200

About RWA WEALTH PARTNERS

RWA WEALTH PARTNERS, formally registered with the SEC as RWA WEALTH PARTNERS. The firm was established in 01/20/2012. They have over 10 offices throughout the country.

RWA WEALTH PARTNERS is a Newton, Massachusetts based Financial Planning firm with nearly $15,423,271,608 assets under management, offering retirement planning & investment advisory services to 19495 clients. The firm is staffed with 189 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156984
SEC#	801-73098
Assets Managed by Firm	$15,423,271,608
No. of Clients	19495
No. of Advisors	189

Fee Structure

A percentage of AUM
Hourly charges
Other (MODEL PROVIDER FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (ESTATE PLANNING, TAX RETURN PREPARATION & FILING; MODEL PROVIDER)

Firm Client Information

	No. of Clients	AUM
Firm Total	19495	$15,423,271,608
Individuals (other than high net worth individuals)	3290	$3,690,693,912
High net worth individuals	2984	$10,463,647,316
Pension and profit sharing plans	29	$485,323,209
Charitable organizations	24	$492,351,726
Corporations or other businesses	106	$291,255,445

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