RWA ADVISORS

RIASEC RegisteredEst. 2022

Total AUM

$199M

Discretionary

$67M

34% of AUM

Avg account

$901K

Accounts

221

Employees

Advisory reps

Firm details

Headquarters: BOCA RATON, Florida
CRD number: 150120
Registered since: May 5, 2022
Website: www.rubinwealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans49.2%
HNWI47.16%
Individuals3.64%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

RWA Advisors is an independent, SEC-registered registered investment adviser organized as an LLC and registered in 2022. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory model centers on fee-based portfolio management (percentage of AUM) and financial planning, and the firm also operates as an insurance broker. Service capabilities listed on its ADV include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. RWA identifies as a capital allocator but does not position itself as an active ESG investor and is not designated as a multi-state adviser.