Rwa Wealth Partners, Llc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 156984
· SEC file 801-73098
· Boston, MA
· rwawealth.com
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ADV data as of May 27, 2026
- Regulatory AUM
- $19.8B
- Discretionary
- $19.4B
- Clients
- 6,027
- Avg AUM / client
- $3.3M
- Accounts
- 19,649
- Employees
- 178
AUM over time
$1.4B
$19.8B
Dec 2011
May 2026
Annual snapshots from Form ADV filings · as of May 27, 2026
Asset allocation (SMA assets by investment type)
as of May 27, 2026
Exchange-traded equities
$9.5B
48%
Registered investment companies (funds/ETFs)
$6.9B
35%
State & local bonds
$990M
5%
Pooled investment vehicles
$792M
4%
Cash & equivalents
$792M
4%
US government & agency bonds
$396M
2%
Investment-grade corporate bonds
$198M
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,406 | $1.1B | 5.66% |
| High net worth individuals | 3,545 | $17.3B | 87.5% |
| Pension and profit sharing plans | 20 | $535M | 2.7% |
| Charitable organizations | 33 | $673M | 3.4% |
| State or municipal government entities | Fewer than 5 clients | $1.6M | 0.01% |
| Corporations and other businesses | 23 | $142M | 0.72% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| National Education Association 401(k) Retirement Savings Plan National Education Association Of The United States | 2024 | |
| Scpmg Keogh Plan Southern California Permanente Medical Group | 2024 | |
| Schwabplan Retirement Savings And Investment Plan The Charles Schwab Corporation | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (78)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hamilton, Matthew, Guy | Manager | Dec 2020 (6y) | GP / trustee / elected manager of Ai Holdings Gp, Llc (indirect) | |
| Wiener, Daniel, Philip | Manager | Dec 2020 (6y) | GP / trustee / elected manager of Ai Holdings Gp, Llc (indirect) | |
| Yadlapati, Vamsi, Krishna | Manager | Apr 2021 (5y) | GP / trustee / elected manager of Ai Holdings Gp, Llc (indirect) | |
| Lowell, James, Hale | Manager | Aug 2021 (5y) | GP / trustee / elected manager of Ai Holdings Gp, Llc (indirect) | |
| Joseph Edmund Powers | Chief Investment Officer | Dec 2023 (3y) | Less than 5% | |
| Michelle Ann Knight | Chief Executive Officer | Dec 2023 (3y) | Less than 5% | |
| Fazio, Kristin, Dibarnaba | Chief Compliance Officer And Principal | Jun 2024 (2y) | Less than 5% | |
| Christopher Michael Hagan | Registered representative | Chartered Financial Consultant | Feb 2012 (14y) | |
| Joshua Webster Jones | Registered representative | Feb 2012 (14y) | ||
| Christopher John Keith | Registered representative | Feb 2012 (14y) | ||
| Elizabeth Stone Kesselman | Registered representative | Feb 2012 (14y) | ||
| Frederick John Winters | Registered representative | CFP | Feb 2012 (14y) | |
| James Wesley Verity | Registered representative | Feb 2012 (14y) | ||
| Matthew Gerard Wyllie | Registered representative | CFP | Feb 2012 (14y) | |
| John Kennedy | Registered representative | Feb 2012 (14y) | ||
| Kari Elizabeth Wolfson | Registered representative | CFP | Nov 2012 (14y) | |
| David Joseph Mastroianni | Registered representative | CFP | Oct 2014 (12y) | |
| Dina Hamdy Milne | Registered representative | CFP | Mar 2015 (11y) | |
| Megan Colleen Higgins | Registered representative | Mar 2015 (11y) | ||
| Ryan F. Christensen | Registered representative | Sep 2015 (11y) | ||
| Geoffrey Charles Turner | Registered representative | Mar 2016 (10y) | ||
| Bradley Keith Sharp | Registered representative | CFP | Feb 2017 (9y) | |
| Charles Morton Toole | Registered representative | CFP CFA | Feb 2017 (9y) | |
| David Alan Fontaine | Registered representative | Personal Financial Specialist | Feb 2017 (9y) | |
| Judith Diane Ludwig | Registered representative | CFP | Feb 2017 (9y) | |
| Stephen Ellsworth Johnson | Registered representative | CFP | Feb 2017 (9y) | |
| Michael Raymond Russo | Registered representative | Jun 2018 (8y) | ||
| Joshua Sonenberg Jurbala | Registered representative | Aug 2018 (8y) | ||
| Diana Portlock Linn | Registered representative | CFP | Aug 2018 (8y) | |
| Ryan William O'shaughnessy | Registered representative | Feb 2019 (7y) | ||
| Alden Wakefield Witman | Registered representative | CFP | Jun 2019 (7y) | |
| Andrew Joseph Busa | Registered representative | CFP | Nov 2019 (7y) | |
| Nikhil Patil Kyathappala | Registered representative | Feb 2020 (6y) | ||
| John Connor Ronan | Registered representative | CFP | Feb 2021 (5y) | |
| Francis J Lee | Registered representative | CFP | May 2021 (5y) | |
| Kristen Marie Manjikian | Registered representative | Sep 2021 (5y) | ||
| Michael Dillaire | Registered representative | CFP | Feb 2022 (4y) | |
| Steven Edward Reder | Registered representative | Feb 2023 (3y) | ||
| Cody Allen Carlson | Registered representative | CFP | Mar 2023 (3y) | |
| Matthew Steven Dakoyannis | Registered representative | CFP | Apr 2023 (3y) | |
| Ryan Drews | Registered representative | CFP | Apr 2023 (3y) | |
| Jeff Jacob Menning | Registered representative | CFP | Jun 2023 (3y) | |
| John Charles Puetz | Registered representative | Jul 2023 (3y) | ||
| Jeremy Dee Witbeck | Registered representative | CFP CFA | Nov 2023 (3y) | |
| Stephen In Hee Lee | Registered representative | CFP | Nov 2023 (3y) | |
| Blake Mackay Russell | Registered representative | Dec 2023 (3y) | ||
| Francis John Sennott | Registered representative | Dec 2023 (3y) | ||
| Jennifer K Loveless | Registered representative | CFP | Dec 2023 (3y) | |
| Michael James Stevens | Registered representative | Dec 2023 (3y) | ||
| Shruti Bansal | Registered representative | CFA | Dec 2023 (3y) | |
| Sean Clifford Turner | Registered representative | Dec 2023 (3y) | ||
| Terrence Callahan Tedeschi | Registered representative | Dec 2023 (3y) | ||
| Winfield Craven Grimm | Registered representative | Dec 2023 (3y) | ||
| Daniel Luiz Almeida | Registered representative | Dec 2023 (3y) | ||
| Timothy Mazanec | Registered representative | CFP | Feb 2024 (3y) | |
| John Joseph Leahy | Registered representative | May 2024 (2y) | ||
| Colbey Jyaire Gilford | Registered representative | CFP | Jun 2024 (2y) | |
| Vanessa Anjelica Carter Witt | Registered representative | CFP | Jul 2024 (2y) | |
| Christopher Alan Newton | Registered representative | CFA | Aug 2024 (2y) | |
| Matthew Don Batzel | Registered representative | Aug 2024 (2y) | ||
| Matthew Philip Erickson | Registered representative | Nov 2024 (2y) | ||
| Jeremy A Lehrer | Registered representative | CFA | Jan 2025 (2y) | |
| Holly A Dumlupinar | Registered representative | Apr 2025 (1y) | ||
| Olivia Mae Allen | Registered representative | Jun 2025 (1y) | ||
| Catherine Ocampo | Registered representative | CFP | Jul 2025 (1y) | |
| Karen Marie Schmid | Registered representative | CFA | Sep 2025 (1y) | |
| Evelyn Pepe | Registered representative | CFP | Nov 2025 (1y) | |
| Jennifer Kleimon Votano | Registered representative | CFP CFA | Nov 2025 (1y) | |
| Gabriel Reale | Registered representative | Nov 2025 (1y) | ||
| Christopher Minahan | Registered representative | CFP | Dec 2025 (1y) | |
| Sydnee Goodeaux | Registered representative | CFP | Dec 2025 (1y) | |
| Brennan Dean Foust | Registered representative | Jan 2026 (1y) | ||
| Jeffrey Abraham Beshansky | Registered representative | Jan 2026 (1y) | ||
| Patrick Charles Hannon | Registered representative | CFP | Mar 2026 (0y) | |
| William Connor Davis | Registered representative | Mar 2026 (0y) | ||
| Joseph A Silverman | Registered representative | CFP | Apr 2026 (0y) | |
| Silas Marley Hill | Registered representative | May 2026 (0y) | ||
| Christopher Laurence Watson | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ai Intermediate, Llc | Managing Member | Dec 2020 | A | 75% or more |
| Summit Partners Growth Equity Fund X A, L.P. | Limited Partner | Dec 2020 | B | 25% – 50% of Sp Ai Holdings, L.P. (indirect) |
| Ai Holdings Gp, Llc | General Partner | Dec 2020 | B | GP / trustee / elected manager of Sp Ai Holdings, L.P. (indirect) |
| Ai Parent, Llc | Managing Member | Dec 2020 | B | GP / trustee / elected manager of Ai Intermediate, Llc (indirect) |
| Summit Partners Ge X, Lp | General Partner | Dec 2020 | B | GP / trustee / elected manager of Summit Partners Growth Equity Fund X A, L.P. (indirect) |
| Summit Partners Ge X, Llc | General Partner | Dec 2020 | B | GP / trustee / elected manager of Summit Partners Ge X, Lp (indirect) |
| Summit Partners, L.P. | Member | Dec 2020 | B | GP / trustee / elected manager of Summit Partners Ge X, Llc (indirect) |
| Summit Master Company, Llc | General Partner | Dec 2020 | B | GP / trustee / elected manager of Summit Partners, L.P. (indirect) |
| Sp Ai Holdings, L.P. | Managing Member | Dec 2020 | B | GP / trustee / elected manager of Ai Parent, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| National Education Association 401(k) Retirement Savings Plan | National Education Association Of The United States | 453 | $245M | 01/01/2024 |
| Scpmg Keogh Plan | Southern California Permanente Medical Group | 11,088 | $7.9B | 01/01/2024 |
| Schwabplan Retirement Savings And Investment Plan | The Charles Schwab Corporation | 32,145 | $8.9B | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $14.5B (73% of AUM) May 2026
- National Financial Services (Fidelity) $5.7B (89% of AUM) Apr 2023
- Charles Schwab & Co. $3.4B (17% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗