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).
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Total Assets Under Management15,423MILLION
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Total Number of Accounts19,495ACCOUNTS
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Average Account Value$791,140
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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
Judith Ludwig (CRD# 4340044) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has 1 year of experience in the finance industry.
Kristen Manjikian (CRD# 5324047) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 15 years of experience in the finance industry.
David Mastroianni (CRD# 5692237) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 13 years of experience in the finance industry.
Jeff Menning (CRD# 2909757) 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.
Dina Milne (CRD# 6368428) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 9 years of experience in the finance industry.
Margery Neis (CRD# 6854873) is an Investment Advisor Representative working at Rwa Wealth Partners in San Rafael, CA and has over 6 years of experience in the finance industry.
Ryan O'shaughnessy (CRD# 6539219) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 8 years of experience in the finance industry.
Todd Peters (CRD# 1190014) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 40 years of experience in the finance industry.
John Puetz (CRD# 4351483) is an Investment Advisor Representative working at Lejeune Puetz Investment Counsel in Traverse City, MI and has over 25 years of experience in the finance industry.
Michael Russo (CRD# 6347910) 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.