Rwa Wealth Partners, LLC
● SEC registered since 2012CRD 156984SEC# 801-73098Boston, MA
Reg. AUM
$19.8B
Employees
178
Accounts
19,649
Location
Boston, MA
Rwa Wealth Partners, LLC assets under management
Rwa Wealth Partners, LLC is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2012. It reports $19.8 billion in regulatory assets under management and employs 178 people.
Rwa Wealth Partners, LLC owners & executives
19 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ai Intermediate, LLC Control | Managing Member | Over 75% | 2020 |
| Donald James MacKenzie Control | Chief Financial Officer | Under 5% | 2024 |
| Joseph Edmund Powers | Chief Investment Officer | Under 5% | 2024 |
See all 19 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Rwa Wealth Partners, LLC manage?
Rwa Wealth Partners, LLC reports $19.8 billion in regulatory assets under management on its Form ADV.
How many employees does Rwa Wealth Partners, LLC have?
Rwa Wealth Partners, LLC reports 178 employees.
Where is Rwa Wealth Partners, LLC located?
Rwa Wealth Partners, LLC is based in Boston, MA and has been SEC-registered since 2012.
Does Rwa Wealth Partners, LLC disclose fund performance?
Rwa Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Prudential Tower, 800 Boylston Street, Boston, MA 02199 |
| Phone | (857) 255-2100 |
| Fax | (857) 400-9757 |
| Office hours | 9:00-5:00 |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1544576 |
| Discloses disciplinary history | No |
Regulatory AUM
$19.8B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$19.8Bregulatory AUM
Discretionary $19.4BNon-discretionary $394.7M