RWA WEALTH PARTNERS, LLC
Legal name: RWA WEALTH PARTNERS
CRD #156984 SEC #801-73098 BOSTON, MA (857) 255-2100
SEC Registered
Total AUM
$17.3B
Discretionary
$16.9B
Employees
181
Clients
--
Accounts
19,490
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $17.3B | $16.9B | $361.7M | 181 | 16 |
| Apr 2025 | $17.3B | $16.9B | $361.7M | 181 | 16 |
| Jun 2024 | $15.4B | $15.1B | $316.9M | 189 | 26 |
| Mar 2024 | $15.4B | $15.1B | $316.9M | 189 | 26 |
| Feb 2024 | $14.7B | $14.5B | $232.4M | 186 | 26 |
| Nov 2023 | $14.7B | $14.5B | $232.4M | 186 | 26 |
| Nov 2023 | $14.7B | $14.5B | $232.4M | 186 | 26 |
| Apr 2023 | $6.4B | $6.4B | $162.6K | 109 | 26 |
| Apr 2023 | $6.4B | $6.4B | $162.6K | 109 | 26 |
| Mar 2023 | $6.4B | $6.4B | $162.6K | 109 | 26 |
| Feb 2023 | $7.2B | $7.2B | $198.3K | 104 | 26 |
| Oct 2022 | $7.2B | $7.2B | $198.3K | 104 | 26 |
| May 2022 | $7.2B | $7.2B | $198.3K | 104 | 26 |
| Mar 2022 | $7.2B | $7.2B | $198.3K | 104 | 26 |
| Feb 2022 | $6.5B | $6.5B | $0 | 93 | 24 |
| Sep 2021 | $6.5B | $6.5B | $0 | 93 | 24 |
| Mar 2021 | $6.5B | $6.5B | $0 | 93 | 24 |
| Jan 2021 | $5.8B | $5.8B | $0 | 91 | 7 |
| Jun 2020 | $5.8B | $5.8B | $0 | 91 | 7 |
| Mar 2020 | $5.8B | $5.8B | $0 | 91 | 7 |
| Jun 2019 | $5B | $5B | $0 | 83 | 15 |
| Mar 2019 | $5B | $5B | $0 | 83 | 15 |
| Nov 2018 | $5.3B | $5.3B | $0 | 77 | 22 |
| Jul 2018 | $5.3B | $5.3B | $0 | 77 | 22 |
| Apr 2018 | $5.3B | $5.3B | $0 | 77 | 22 |
| Mar 2018 | $5.3B | $5.3B | $0 | 77 | 22 |
| Mar 2017 | $4.7B | $4.7B | $71.1M | 82 | 3,600 |
| Feb 2017 | $2.1B | $2.1B | $0 | 60 | 2,100 |
| Mar 2016 | $2.1B | $2.1B | $0 | 60 | 2,100 |
| Sep 2015 | $2.2B | $2.2B | $0 | 59 | 2,000 |
| Mar 2015 | $2.2B | $2.2B | $0 | 57 | 2,000 |
| Mar 2014 | $2B | $2B | $0 | 49 | 1,700 |
| Aug 2013 | $1.6B | $1.6B | $0 | 45 | 1,600 |
| Mar 2013 | $1.6B | $1.6B | $0 | 45 | 1,600 |
| Jun 2012 | $1.4B | $1.4B | $0 | -- | 1,500 |
| Apr 2012 | $1.4B | $1.4B | $0 | -- | 1,500 |
| Apr 2012 | $1.4B | $1.4B | $0 | -- | 1,500 |
| Jan 2012 | $1.4B | $1.4B | $0 | -- | 1,500 |
DateOct 2025
Total AUM$17.3B
Discretionary$16.9B
Non-Disc.$361.7M
Employees181
Clients16
DateApr 2025
Total AUM$17.3B
Discretionary$16.9B
Non-Disc.$361.7M
Employees181
Clients16
DateJun 2024
Total AUM$15.4B
Discretionary$15.1B
Non-Disc.$316.9M
Employees189
Clients26
DateMar 2024
Total AUM$15.4B
Discretionary$15.1B
Non-Disc.$316.9M
Employees189
Clients26
DateFeb 2024
Total AUM$14.7B
Discretionary$14.5B
Non-Disc.$232.4M
Employees186
Clients26
DateNov 2023
Total AUM$14.7B
Discretionary$14.5B
Non-Disc.$232.4M
Employees186
Clients26
DateNov 2023
Total AUM$14.7B
Discretionary$14.5B
Non-Disc.$232.4M
Employees186
Clients26
DateApr 2023
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$162.6K
Employees109
Clients26
DateApr 2023
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$162.6K
Employees109
Clients26
DateMar 2023
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$162.6K
Employees109
Clients26
DateFeb 2023
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$198.3K
Employees104
Clients26
DateOct 2022
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$198.3K
Employees104
Clients26
DateMay 2022
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$198.3K
Employees104
Clients26
DateMar 2022
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$198.3K
Employees104
Clients26
DateFeb 2022
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees93
Clients24
DateSep 2021
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees93
Clients24
DateMar 2021
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees93
Clients24
DateJan 2021
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees91
Clients7
DateJun 2020
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees91
Clients7
DateMar 2020
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees91
Clients7
DateJun 2019
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees83
Clients15
DateMar 2019
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees83
Clients15
DateNov 2018
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees77
Clients22
DateJul 2018
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees77
Clients22
DateApr 2018
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees77
Clients22
DateMar 2018
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees77
Clients22
DateMar 2017
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$71.1M
Employees82
Clients3,600
DateFeb 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees60
Clients2,100
DateMar 2016
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees60
Clients2,100
DateSep 2015
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees59
Clients2,000
DateMar 2015
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees57
Clients2,000
DateMar 2014
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees49
Clients1,700
DateAug 2013
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees45
Clients1,600
DateMar 2013
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees45
Clients1,600
DateJun 2012
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients1,500
DateApr 2012
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients1,500
DateApr 2012
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients1,500
DateJan 2012
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients1,500