Key facts
- Notable investors include Summit Partners.
- Status: Privately Held (backing).
Leadership
- Carlos SoteroChief Technology Officer
- Christopher KeithSenior Vice President, Fixed Income Manager & Member of the Portfolio Review Committee
- Joseph PowersChief Investment Officer
- Josh JurbalaManager
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for RWA Wealth Partners
- ·The full record, as it builds
Funding rounds
No funding rounds for RWA Wealth Partners are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About RWA Wealth Partners
Provider of financial management services serving individuals, trusts, institutions and foundations. The company offers services including investment management, financial and tax planning, managed bonds and advisory services, thereby advising clients as per their financial stature and objectives.
- Sector
- Financial Services
- HQ
- Newton, MA, United States
- Employees
- 154
- Website
- rwawealth.com/
- Ownership
- Privately Held (backing)
RWA Wealth Partners doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in RWA Wealth Partners shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on RWA Wealth Partners in its N-PORT filings yet. We sweep new filings monthly.