RWA WEALTH PARTNERS

Latest filing: Mar 31, 2025 (107 days ago)
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AUM

$17,255,241,142
12% change vs. 1 year ago
138% change vs. 3 years ago
196% change vs. 5 years ago
680% change vs. 10 years ago

Employee Count

181
-4% change vs. 1 year ago
74% change vs. 3 years ago
99% change vs. 5 years ago
218% change vs. 10 years ago

Main Office

NEWTON, MA
85 WELLS AVENUE, NEWTON, MA, UNITED STATES, 2459

Client AUM

Discretion AUM
Discretionary $16.9
Non-Discretionary $0.4
Total $17.3
Client AUM
Retail $15.9
Pooled $0.0
Institutional $1.3
Total $17.3
Retail Accounts AUM
Individual 2,719 $1.2
Average Individual AUM $456,526
HNW 3,347 $14.7
Average HNW AUM $4,392,453
Retail Total 6,066 $15.9
Average Retail AUM $2,628,228

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
FIDELITY BROKERAGE SERVICES LLC SMITHFIELD-RI-USA $8.5
CHARLES SCHWAB & CO., INC. WESTLAKE-TX-USA $2.6

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $17.3
Retail SMA AUM $15.9
Institutional SMA AUM $1.3
Asset Class % AUM
Equity Exch 49% $8.5
Equity Non-Exch 0% $0.0
Govt Agency 3% $0.5
Municipal 5% $0.9
Sovereign 0% $0.0
IG Credit 1% $0.2
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 35% $6.0
Other Pools 2% $0.3
Cash 4% $0.7
Other 1% $0.2
Total 100% $17.3

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
BRENDA DIANA $0.0 law firm -
MARTIN HALL $0.0 law firm -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

20 active

Name Title
WIENER, DANIEL, PHILIP MANAGER
JURMAN, CHELSEA MANAGER
HAMILTON, MATTHEW, GUY MANAGER
MIRICK, CHRISTOPHER, R GENERAL COUNSEL
LOWELL, JAMES, HALE MANAGER
YADLAPATI, VAMSI, KRISHNA MANAGER
RAMOS, MARIO, MARQUES CHIEF EXECUTIVE OFFICER
KNIGHT, MICHELLE, ANN PRESIDENT, ROPES WEALTH ADVISORS DIVISION
POWERS, JOSEPH, EDMUND CHIEF INVESTMENT OFFICER
BORDEN, MATTHEW, STEPHEN CHIEF FINANCIAL OFFICER
BACHTOLD, PAUL, AXTELL CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

71 active representatives found, showing 20 random

Name City State Exams Designations
MARGERY NEIS NEWTON MA S65|2017-09-25 CERTIFIED FINANCIAL PLANNER
RYAN COLLETTE NEWTON MA S66|2012-07-12
VANESSA CARTER-WITT NEWTON MA S65|2018-06-05 CERTIFIED FINANCIAL PLANNER
CHRISTOPHER KEITH NEWTON MA S63|1992-06-05|S66|2000-06-01
TODD PETERS NEWTON MA S63|1983-11-02|S65|1994-07-18
MEGAN HIGGINS NEWTON MA S65|2014-12-06
MICHAEL RUSSO NEWTON MA S65|2018-06-08
DIANA LINN NEWTON MA S65|2018-08-15 CERTIFIED FINANCIAL PLANNER
RUSSELL ALBRIGHT NEWTON MA S63|1997-05-22|S65|2011-04-18
MICHELLE KNIGHT NEWTON MA S66|2008-02-28
BRADLEY SHARP NEWTON MA S63|1997-03-11|S65|1997-10-18 CERTIFIED FINANCIAL PLANNER
LAURA HEARN NEWTON MA S65|2007-03-28|S63|2021-12-06 CERTIFIED FINANCIAL PLANNER
RAWSON HUBBELL NEWTON MA S63|1996-06-10|S66|2015-10-31 CERTIFIED FINANCIAL PLANNER
JEREMY WITBECK NEWTON MA S65|2013-01-03 CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST
ROBERT LEPSON NEWTON MA S63|1991-08-21|S66|2005-07-30 CERTIFIED FINANCIAL PLANNER
GREGORY EVANS NEWTON MA S63|1999-07-23|S65|1999-09-03 CERTIFIED FINANCIAL PLANNER
ALDEN WITMAN NEWTON MA S66|2013-05-03 CERTIFIED FINANCIAL PLANNER
GEOFFREY TURNER NEWTON MA S63|2007-06-05|S65|2016-03-25
JOSEPH POWERS NEWTON MA S65|2012-08-23
NIKHIL KYATHAPPALA NEWTON MA S63|2016-11-15|S65|2019-11-15

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $17.3 $0.0 0% 181 0 0%
2025-04-21 $17.3 $0.0 0% 181 0 0%
2024-04-02 $15.4 $1.8 12% 189 -8 -4%
2023-04-04 $6.4 $10.8 169% 109 72 66%
2022-04-01 $7.2 $10.0 138% 104 77 74%
2021-04-05 $6.5 $10.7 164% 93 88 95%
2020-04-01 $5.8 $11.4 196% 91 90 99%
2019-04-01 $5.0 $12.2 244% 83 98 118%
2018-04-02 $5.3 $11.9 225% 77 104 135%
2017-04-01 $4.7 $12.5 265% 82 99 121%
2016-04-01 $2.1 $15.2 724% 60 121 202%
2015-04-01 $2.2 $15.0 680% 57 124 218%
2014-04-01 $2.0 $15.3 780% 49 132 269%
2013-04-01 $1.6 $15.7 997% 45 136 302%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
MA, AK-01/20/2012, AL-01/20/2012, AR-01/20/2012, AZ-01/20/2012, CA-01/20/2012, CO-01/20/2012, CT-01/20/2012, DC-01/20/2012, DE-03/27/2013, FL-01/27/2012, GA-01/20/2012, HI-01/20/2012, IA-01/20/2012, ID-01/20/2012, IL-01/30/2012, IN-01/20/2012, KS-01/20/2012, KY-01/20/2012, LA-01/20/2012, MA-01/20/2012, MD-01/20/2012, ME-01/20/2012, MI-01/20/2012, MN-01/20/2012, MO-01/20/2012, MS-01/20/2012, MT-03/30/2021, NC-01/20/2012, ND-03/30/2021, NE-01/20/2012, NH-01/20/2012, NJ-02/21/2012, NM-01/20/2012, NV-01/20/2012, NY-01/26/2012, OH-01/20/2012, OK-01/20/2012, OR-01/20/2012, PA-01/20/2012, PR-11/01/2023, RI-01/20/2012, SC-01/20/2012, SD-03/30/2021, TN-01/20/2012, TX-01/20/2012, UT-01/20/2012, VA-01/20/2012, VI-01/20/2012, VT-01/20/2012, WA-01/20/2012, WI-01/20/2012, WV-03/27/2013, WY-03/29/2018
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV