RWA Wealth Partners
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 156984
- Registered since
- January 20, 2012
- Website
- www.adviserinvestments.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.52%
- Individuals5.66%
- Charitable Organizations3.4%
- Pension & Profit Sharing Plans2.7%
- Corporations / Businesses0.72%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
RWA Wealth Partners is an independent registered investment adviser organized as an LLC and operating since 2012. The firm positions itself as a capital allocator for both high-net-worth individuals and institutional clients, offering financial planning and portfolio management services (with a stated focus on individuals and small businesses). Its fee arrangements include percentage-of-AUM pricing as well as hourly and fixed-fee engagements. The firm lists active ESG investing among its practices and also has industry roles beyond advisory work — including acting as a sponsor/GP or managing member of pooled investment vehicles and affiliations with other advisers, commodity pool operators/CTAs, and law firms. RWA Wealth Partners has received multiple industry rankings and mentions in outlets such as Barron's, Forbes, CNBC, FA Magazine and Citywire across several years.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds35%
- State & Local Bonds5%
- Private Funds4%
- Cash & Cash Equivalents4%
Owners & executives
3 of 4
Kristin Fazio
Chief Compliance OfficerCRD 5521276
Donald Mackenzie
Chief Financial OfficerCRD 8184371
Michelle Knight
Chief Executive OfficerCRD 2866359
Contacts
3 of 71
Jeffrey Beshansky
Wealth AdvisorCRD 5114472
Evelyn Pepe
Managing DirectorCRD 7374069
Stephen Lee
Wealth AdvisorCRD 4477779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 311Active vs passive
$7.2B in ETFs
93%
$6.7B
4%
$490M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $1.2B | 13,463,288 | 16.09% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- Boylston St
- Time zone
- ET (UTC-5)
- Office locations
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