| Name | Title | Ownership | Since |
|---|---|---|---|
| Ai Intermediate, LLC Control | Managing Member | Over 75% | 2020 |
| Joseph Edmund Powers | Chief Investment Officer | Under 5% | 2024 |
| Kristin Dibarnaba Fazio Control | Chief Compliance Officer And Principal | Under 5% | 2024 |
Rwa Wealth Partners, LLC reports $17.3 billion in regulatory assets under management on its Form ADV.
Rwa Wealth Partners, LLC reports 181 employees.
Rwa Wealth Partners, LLC is based in Newton, MA and has been SEC-registered since 2012.
Rwa Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 85 Wells Avenue, Suite 109, Newton, MA 02459 |
| 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 |
| Discretionary | $16.89B |
| Non-discretionary | $361.7M |
| Total (RAUM) | $17.26B |