Rwa Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $19.8B in regulatory assets under management, 178 employees, 5 offices, and 19,649 accounts.
Assets Under Management
$19.8B
Employees
178
Offices
5 offices
Total Clients
6,027
Primary office
BOSTON, MA
PRUDENTIAL TOWER, 800 BOYLSTON STREET, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.8% of total clients.
Top client categories% of clientsClients
1
HNWI
58.8%
3,545
2
Individuals
39.9%
2,406
3
Charitable
0.5%
33
4
Corporations
0.4%
23
5
Pension Plans
0.3%
20
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$19.8Bas of March 31, 2026
Discretionary98.0%
$19.4B
98% of total RAUM98.0%
Non-discretionary2.0%
$395M
2% of total RAUM2.0%
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.
Latest AUM$19.8B
Total Accounts19,649
10Y AUM Change+$15.1B (+319.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees178
Clients per Employee34:1
10Y Employee Change+96 (+117.1%)
* 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.