# RWA WEALTH PARTNERS, LLC

RWA WEALTH PARTNERS, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 156984
- Type: SEC-registered investment adviser
- SEC file number: 801-73098
- Location: PRUDENTIAL TOWER, 800 BOYLSTON STREET, BOSTON, MA, 02199
- Phone: (857) 255-2100
- Latest filing: 2026-05-27
- Regulatory AUM: $19.8B
- Discretionary AUM: $19.4B
- Non-discretionary AUM: $394.7M
- Clients: 178
- Accounts: 19,649

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (29)

_Showing 25 of 29 people._

| Name | Role | Location |
| --- | --- | --- |
| Daniel Philip Wiener | MANAGER | — |
| Matthew Guy Hamilton | MANAGER | — |
| James Hale Lowell | MANAGER | — |
| Vamsi Krishna Yadlapati | MANAGER | — |
| Michelle Ann Knight | CHIEF EXECUTIVE OFFICER | — |
| Joseph Edmund Powers | CHIEF INVESTMENT OFFICER | — |
| Kristin Dibarnaba Fazio | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | — |
| Doris Powers Meister | MANAGER | — |
| Ashley Conti Smith | MANAGER | — |
| Donald James Mackenzie | CHIEF FINANCIAL OFFICER | — |
| CLIFT TIMOTHY JOHN | CHIEF INVESTMENT OFFICER | — |
| WIENER DANIEL PHILIP | CEO/MEMBER/BOARD OF MANAGERS; CEO/SHAREHOLDER; CHAIRMAN (+3 more) | — |
| SILVER DANIEL FITZSIMMONS | CEO/PRESIDENT; CEO/PRESIDENT/MEMBER/BOARD OF MANAGERS; CEO/PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS (+2 more) | — |
| LOWELL JAMES HALE | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS; MANAGER | — |
| BACHTOLD PAUL AXTELL | CHIEF COMPLIANCE OFFICER | — |
| FAZIO KRISTIN DIBARNABA | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | — |
| KNIGHT MICHELLE ANN | CHIEF EXECUTIVE OFFICER; PRESIDENT, ROPES WEALTH ADVISORS DIVISION | — |
| GAVEN STEVEN MICHAEL | CHIEF FINANCIAL OFFICER | — |
| GALLOWAY PETER P | CHIEF COMPLIANCE OFFICER | — |
| O'Hara Timothy Joseph | CHIEF COMPLIANCE OFFICER & COUNSEL | — |
| POWERS JOSEPH EDMUND | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, ROPES WEALTH ADVISORS DIVISION | — |
| RAMOS MARIO MARQUES | CHIEF EXECUTIVE OFFICER | — |
| HOLLANDER BARRY | INTERIM CHIEF COMPLIANCE OFFICER | — |
| JURMAN CHELSEA | MANAGER | — |
| Hamilton Matthew Guy | MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156984/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156984/similar
- Related entities: https://search.stillhousedata.com/firm/156984/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156984

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.