Rwa Wealth Partners

Rwa Wealth Partners (CRD# 156984) is a financial advisory firm headquartered in Newton Center, MA. They manage $15,423,271,608 in 19,495 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    15,423
    MILLION
  • Total Number of Accounts
    19,495
    ACCOUNTS
  • Average Account Value
    $791,140
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Rwa Wealth Partners
Showing 11 - 20 of 48 top financial advisors.
11
Stephen E. Johnson
CRD#: 3242185
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Stephen Johnson (CRD# 3242185) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 24 years of experience in the finance industry.

12
Joshua W. Jones
CRD#: 3122004
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Joshua Jones (CRD# 3122004) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 25 years of experience in the finance industry.

13
Joshua S. Jurbala
CRD#: 6998720
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Joshua Jurbala (CRD# 6998720) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 5 years of experience in the finance industry.

14
Christopher J. Keith
CRD#: 1471810
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Christopher Keith (CRD# 1471810) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 31 years of experience in the finance industry.

15
John Kennedy
CRD#: 3093659
85 Wells Avenue, Suite 109, Newton Center, MA 02459

John Kennedy (CRD# 3093659) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 25 years of experience in the finance industry.

16
Elizabeth S. Kesselman
CRD#: 2939010
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Elizabeth Kesselman (CRD# 2939010) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 26 years of experience in the finance industry.

17
Andrew P. Kling
CRD#: 4609203
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Andrew Kling (CRD# 4609203) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 17 years of experience in the finance industry.

18
Alexander S. Lapointe
CRD#: 5133801
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Alexander Lapointe (CRD# 5133801) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 17 years of experience in the finance industry.

19
Robert D. Lepson
CRD#: 2167252
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Robert Lepson (CRD# 2167252) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 32 years of experience in the finance industry.

20
Diana P. Linn
CRD#: 6062985
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Diana Linn (CRD# 6062985) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 5 years of experience in the finance industry.

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