Rwa Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 13, 2026, reports $199M in regulatory assets under management, 4 employees, and 221 accounts.
Assets Under Management
$199M
Employees
4
Offices
--
Total Clients
221
Primary office
BOCA RATON, FL
1200 N. FEDERAL HIGHWAY, SUITE 200, BOCA RATON, FL, United States
Top client segmentHNWI represent 65.6% of total clients.
Top client categories% of clientsClients
1
HNWI
65.6%
145
2
Individuals
30.8%
68
3
Pension Plans
3.6%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$199Mas of March 13, 2026
Discretionary33.6%
$67M
34% of total RAUM33.6%
Non-discretionary66.4%
$132M
66% of total RAUM66.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$199M
Total Accounts221
10Y AUM Change+$69M (+53.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee55:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.