RWA Wealth Partners

Name

RWA Wealth Partners

Legal name

RWA Wealth Partners, LLC

Website

https://rwawealth.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Estate planning services
• Family office services

Headquarters

HQ city

Newton

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Assets Under Management (AUM) Fees: RWA Wealth Partners generates revenue primarily through fees based on assets under management. As a registered investment advisor (RIA), the firm charges a percentage of client assets managed, which aligns with standard wealth management industry practice. The firm manages $19.7 billion in client assets as of late 2025.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

RWA Wealth Partners is an independent registered investment advisor that delivers personalized wealth management, institutional-quality investment management, year-round tax planning, and estate/legacy planning services to high-net-worth and ultra-high-net-worth individuals and families through two divisions: RWA Private Wealth and RWA Family Office. Tax preparation and filing are delivered through its wholly owned subsidiary, RWA Tax Solutions, LLC. Services are bundled under a recurring AUM-based fee model across nine U.S. office locations.

Product overview

RWA Wealth Partners operates as a national independent wealth management firm offering a unified platform of personalized wealth management services through two primary divisions: RWA Private Wealth and RWA Family Office. The firm provides integrated services including financial planning, investment management, tax planning, and legacy planning, with tax preparation services delivered through its subsidiary RWA Tax Solutions. The comprehensive service offering is tailored for individuals and families with complex needs, combining institutional-quality solutions with boutique-level personalized attention.

Differentiator

Problem solved

Functional benefit

Products and services

• RWA Private Wealth Personalized wealth management service with goals at its center, providing comprehensive financial planning, investment management, and client-focused advisory services for individuals and families. Delivered by dedicated wealth advisors across RWA's U.S. office locations.
• RWA Family Office Comprehensive family office services for high-net-worth and ultra-high-net-worth individuals and families with complex investment, financial, and legacy needs, including trust administration, fiduciary services, investment management, estate settlement, multigenerational financial planning, and family governance.
• Financial Planning Comprehensive financial planning service covering retirement planning, cash flow management, insurance guidance, family administration, and generational wealth transfer strategies for individuals and families.
• Investment Management Institutional-quality investment management service featuring tailored portfolios, tax-efficient solutions, and strategies for concentrated holdings, overseen by the firm's Investment Committee and Chief Investment Officer.
• Tax Planning Year-round tax planning service including continuous tax optimization, liquidity event planning, tax preparation and filing, and gifting strategies, integrated with investment and estate planning.
• Legacy Planning Estate, trust, and legacy planning service including professional trust administration, trustee services, family wealth education, and purposeful philanthropy for multigenerational families.
• RWA Tax Solutions Wholly owned subsidiary of RWA Wealth Partners providing tax preparation and filing services through separate written engagement letters, supporting the firm's integrated year-round tax planning offering.

Quantifiable outcome

• $19.7 billion in assets under management as of December 31, 2025
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth management, tax, estate, and family office services to HNW and UHNW clients nationally. Closely comparable scale, service mix, and acquisition-driven growth strategy to RWA.
• Cerity Partners: Multi-state RIA providing wealth management, tax planning, and family office services for HNW individuals and families. Directly comparable integrated tax-and-investment model and similar AUM scale to RWA.
• Bessemer Trust: Specialist in multi-generational wealth management for UHNW families with deep trust, estate, and family-office capabilities. Comparable target clientele and integrated legacy-planning offering to RWA Family Office.
• Brown Brothers Harriman (Wealth Management): Long-standing private wealth manager serving HNW and UHNW families with integrated investment management, trust, and estate services. Comparable heritage (19th-century origins) and multigenerational family-client focus.
• Cresset: Independent multi-family office and RIA serving HNW/UHNW clients with integrated wealth, tax, and family-office services. Comparable service model and growth-via-acquisition trajectory.
• Aspiriant: Independent RIA providing comprehensive wealth management, tax, and estate planning for HNW individuals and families. Comparable fee-only, integrated-service positioning.
• Geneva Capital Group: Mid-sized independent RIA serving HNW families across the Midwest with wealth management and family-office services. Comparable independent, fee-only model and family wealth focus.
• Edelman Financial: Large national RIA offering comprehensive wealth management, tax, and estate planning services. Comparable scale, integrated-service offering, and ranking presence on Barron's/Forbes RIA lists.
• Tolleson Wealth Management: Family-focused wealth management firm serving HNW and UHNW multigenerational families with integrated investment, trust, and family-office services. Comparable family-centric brand and service mix.
• Monarch Wealth Advisors: Independent RIA providing comprehensive wealth planning, investment management, and tax services to HNW clients. Comparable integrated, planning-led service model and recent growth via advisor-team acquisitions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/rwa-wealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles20 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RWA Wealth Partners