RWA WEALTH PARTNERS, LLC

RWA WEALTH PARTNERS, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 156984). Regulatory assets under management: $19.8B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (29)

Showing 25 of 29 people.

NameRoleLocation
Daniel Philip WienerMANAGER
Matthew Guy HamiltonMANAGER
James Hale LowellMANAGER
Vamsi Krishna YadlapatiMANAGER
Michelle Ann KnightCHIEF EXECUTIVE OFFICER
Joseph Edmund PowersCHIEF INVESTMENT OFFICER
Kristin Dibarnaba FazioCHIEF COMPLIANCE OFFICER AND PRINCIPAL
Doris Powers MeisterMANAGER
Ashley Conti SmithMANAGER
Donald James MackenzieCHIEF FINANCIAL OFFICER
CLIFT TIMOTHY JOHNCHIEF INVESTMENT OFFICER
WIENER DANIEL PHILIPCEO/MEMBER/BOARD OF MANAGERS; CEO/SHAREHOLDER; CHAIRMAN (+3 more)
SILVER DANIEL FITZSIMMONSCEO/PRESIDENT; CEO/PRESIDENT/MEMBER/BOARD OF MANAGERS; CEO/PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS (+2 more)
LOWELL JAMES HALECHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS; MANAGER
BACHTOLD PAUL AXTELLCHIEF COMPLIANCE OFFICER
FAZIO KRISTIN DIBARNABACHIEF COMPLIANCE OFFICER AND PRINCIPAL
KNIGHT MICHELLE ANNCHIEF EXECUTIVE OFFICER; PRESIDENT, ROPES WEALTH ADVISORS DIVISION
GAVEN STEVEN MICHAELCHIEF FINANCIAL OFFICER
GALLOWAY PETER PCHIEF COMPLIANCE OFFICER
O'Hara Timothy JosephCHIEF COMPLIANCE OFFICER & COUNSEL
POWERS JOSEPH EDMUNDCHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, ROPES WEALTH ADVISORS DIVISION
RAMOS MARIO MARQUESCHIEF EXECUTIVE OFFICER
HOLLANDER BARRYINTERIM CHIEF COMPLIANCE OFFICER
JURMAN CHELSEAMANAGER
Hamilton Matthew GuyMANAGER

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