SourcingSourcing

RWA WEALTH PARTNERS, LLC

C27
CRD 156984·SEC 801-73098·BOSTON, MA
AUM
$19.80B
$1B+
Est. Revenue
$198.0M
@ 1% on AUM
Est. EBITDA
$59.4M
@ 30% margin
Est. Deal Value
$475.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RWA WEALTH PARTNERS, LLC
CRD
156984
SEC file #
801-73098
EIN
274946566
DBA names
Rwa Wealth Partners

Economics

AUM
$19.80B
AUM band
$1B+
AUM trajectory
'20'26
$5.01B → $19.80B▲ +295%
Client mix
Individuals High Net Worth3,545
Individuals Other2,406
Charitable Organizations33
Corporations23
Pension Profit Sharing Plans20

Operations

Employees (total)
178
Advisory staff (per ADV)
63
Advisory staff (5-yr trend)
'20'26
36 advisors → 63 advisors▲ +75%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
rwawealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AI INTERMEDIATE, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
AI INTERMEDIATE, LLC
FAZIO, KRISTIN, DIBARNABA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RWAWEALTH.COM
Rdap Domain Creation Date
2023-05-25T19:06:06Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
8
Form 5500 Total Participants
358
Form 5500 Total Compensation
233,529
Form 5500 Compensation Trajectory 3y
2025233,529
20240
Form 5500 Plan Count Trajectory 3y
20256
20242
Schedule C Total Compensation
233,529
Schedule C Service Provider Rows
8

SEC EDGAR

Edgar Cik
0001544576
Edgar Registered
Yes
Edgar Filing Count
40
Edgar First Filing Date
2017-02-13
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
38
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001544576-26-000004
Edgar Former Names
Adviser Investments LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
PRUDENTIAL TOWER800 BOYLSTON STREETBOSTON, MA 02199
Business
PRUDENTIAL TOWER800 BOYLSTON STREETBOSTON, MA 02199
Edgar EIN
274946566
Edgar Recent Filings
13F-HR2026-05-13 · 0001544576-26-000004
13F-HR2026-02-12 · 0001544576-26-000001
Fee Schedule
Bracket I48
Bracket Ix35
Bracket Iv5
Bracket X4
Bracket Xi4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-05-25T19:06:06Z
Rdap Domain Last Changed
2023-12-14T15:52:31Z
Rdap Nameservers
Alecto.daoconsulting.caCalliope.dao.consultingClio.daoconsulting.comThalia.daocon.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (52)

52
KNIGHT, MICHELLE, ANN
IAR · Executive Officer · 2.5%
2866359
POWERS, JOSEPH, EDMUND
IAR · Executive Officer · 2.5%
6040929
FAZIO, KRISTIN, DIBARNABA
Executive Officer · 2.5%
5521276
MACKENZIE, DONALD, JAMES
Executive Officer · 2.5%
8184371
Blake Mackay Russell
IAR
7750377
DINA HAMDY MILNE
IAR
6368428
John Connor Ronan
IAR
6886263
JUDITH DIANE LUDWIG
IAR
4340044
CHRISTOPHER JOHN KEITH
IAR
1471810
Joshua Sonenberg Jurbala
IAR
6998720
ELIZABETH STONE KESSELMAN
IAR
2939010
CHARLES MORTON TOOLE
IAR
5654191
Colbey Jyaire Gilford
IAR
7336576
MEGAN COLLEEN HIGGINS
IAR
6179801
GEOFFREY CHARLES TURNER
IAR
4539555
BRADLEY KEITH SHARP
IAR
2844268
Matthew Steven Dakoyannis
IAR
7709337
KRISTEN MARIE MANJIKIAN
IAR
5324047
JOSHUA WEBSTER JONES
IAR
3122004
RYAN WILLIAM O'SHAUGHNESSY
IAR
6539219
KARI ELIZABETH WOLFSON
IAR
5323592
STEPHEN ELLSWORTH JOHNSON
IAR
3242185
Andrew Joseph Busa
IAR
6854868
JAMES WESLEY VERITY
IAR
2278327
DIANA PORTLOCK LINN
IAR
6062985
RYAN F. CHRISTENSEN
IAR
5888196
John Joseph Leahy
IAR
7907166
MICHAEL RAYMOND RUSSO
IAR
6347910
DAVID JOSEPH MASTROIANNI
IAR
5692237
VANESSA ANJELICA CARTER-WITT
IAR
6407458
Holly A Dumlupinar
IAR
6737095
Sean Clifford Turner
IAR
7729432
JEFFREY ABRAHAM BESHANSKY
IAR
5114472
DAVID ALAN FONTAINE
IAR
4236276
Brennan Dean Foust
IAR
7180833
JEREMY DEE WITBECK
IAR
6134040
MATTHEW PHILIP ERICKSON
IAR
3147132
JOHN KENNEDY
IAR
3093659
Olivia Mae Allen
IAR
7610908
Michael Dillaire
IAR
6612761
CHRISTOPHER MICHAEL HAGAN
IAR
4084243
ALDEN Wakefield WITMAN
IAR
4872914
Christopher Alan Newton
IAR
6708254
FREDERICK JOHN WINTERS
IAR
4267458
MATTHEW GERARD WYLLIE
IAR
4803766
FRANCIS JOHN SENNOTT
IAR
1527341
KAREN MARIE SCHMID
IAR
2488834
Timothy Mazanec
IAR
5675465
CHRISTOPHER MINAHAN
IAR
6501915
Ryan Drews
IAR
5071176
JENNIFER K LOVELESS
IAR
4980349
Daniel Luiz Almeida
IAR
7005527