Overview
Assets Under Management: $199 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 145
Average Client Assets: $0.6 million
Frequently Asked Questions
RWA ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150120), RWA ADVISORS is subject to fiduciary duty under federal law.
RWA ADVISORS is headquartered in BOCA RATON, FL.
RWA ADVISORS serves 145 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, RWA ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
RWA ADVISORS manages $199 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, RWA ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 145
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.16%
Average Client Assets: $0.6 million
Total Client Accounts: 221
Discretionary Accounts: 173
Non-Discretionary Accounts: 48
Regulatory Filings
CRD Number: 150120
Filing ID: 2072387
Last Filing Date: 2026-03-13 12:02:03