Investment adviser · CRD 150120
RWA ADVISORS
Investment adviser filing (IA)
RWA ADVISORS, LLC
BOCA RATON, FL, United States · Form ADV filed Mar 13, 2026
- Regulatory AUM
- $199M Form ADV · Item 5.F
- Client accounts
- 221 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 8 | $97,957,968 | 49.2% |
| High-net-worth individuals | 145 | $93,908,620 | 47.2% |
| Individuals | 68 | $7,253,547 | 3.6% |
Filing source
Form ADV 2072387 · Mar 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
1200 N. FEDERAL HIGHWAY, SUITE 200BOCA RATON, FL, 33432, United States
CRD 150120
Filing source
Form ADV 2072387 · Mar 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.