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RWA WEALTH PARTNERS
BOSTON, MA
(857) 255-2100
SEC #801-73098Total AUM
$19.8B
Employees
178Clients
6,028Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
PRUDENTIAL TOWER
800 BOYLSTON STREET
BOSTON
MA 02199
United States
800 BOYLSTON STREET
BOSTON
MA 02199
United States
Operating Hours
9:00-5:00
Monday - Friday
Monday - Friday
Phone
(857) 255-2100
Other Offices
5
Financials
Total AUM
$19.8B
Accounts
19,649Discretionary
$19.4B
Accounts
19,564Non-Discretionary
$394.7M
Accounts
85
Clients
Individual Clients
2,406AUM
$1.1B
HNW Individual Clients
3,545AUM
$17.3B
Pension/Profit Sharing Plan Clients
20AUM
$535M
Charitable Organization Clients
33AUM
$673.4M
Government Entity Clients
1AUM
$1.6M
Corporation or Business Clients
23AUM
$141.6M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TRUSTEE AND TRUST ADMINSTRATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.