LeadIQ logo
Learn more at LeadIQ.com
RWA Wealth Partners logo

RWA Wealth Partners Employee Directory

Financial ServicesMassachusetts, United States201-500 Employees

RWA Wealth Partners is a Boston-based financial services firm that provides integrated financial planning and wealth management through a boutique, client-centered approach. The firm emphasizes objective, transparent guidance designed to align with clients' best interests. It focuses on serving North American family offices and family wealth clients, delivering customized strategies that address individual circumstances.

As a mid-sized firm with hundreds of professionals, it operates within the financial services industry to support sophisticated planning and comprehensive wealth management. In 2025, the firm was recognized as a finalist in the Twelfth Annual Family Wealth Report Awards, reflecting industry acknowledgment of its work within the family office and family wealth sector.

Find RWA Wealth Partners employees' phone numbers or email addresses

RWA Wealth Partners Global Highlights

Location
Employees

North America
208

Minus sign iconPlus sign icon
  • United States Of America
    208

Europe
5

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Latvia
    1
  • France
    1
  • Sweden
    1
  • Switzerland
    1

Africa
2

Minus sign iconPlus sign icon
  • Madagascar
    1
  • Rwanda
    1

Asia
1

Minus sign iconPlus sign icon
  • India
    1

RWA Wealth Partners's Leadership

  • Chief Executive Officer at RWA Wealth Partners
    D. W.
    Chief Executive Officer
    Mobile Phone
  • President at RWA Wealth Partners
    C. A.
    President
    Mobile Phone
  • Owner at RWA Wealth Partners
    A. B.
    Owner
    Mobile Phone
  • Partner, Wealth Advisor at RWA Wealth Partners
    D. L.
    Partner, Wealth Advisor
    Mobile Phone
  • Partner, Senior Wealth Advisor at RWA Wealth Partners
    D. M.
    Partner, Senior Wealth Advisor
    Mobile Phone
  • Partner at RWA Wealth Partners
    S. J.
    Partner
    Mobile Phone
  • Vice President, Portfolio Manager at RWA Wealth Partners
    C. T.
    Vice President, Portfolio Manager
    Mobile Phone
  • Senior Vice President General Counsel at RWA Wealth Partners
    C. M.
    Senior Vice President General Counsel
    Mobile Phone

RWA Wealth Partners Employee Metrics

100%
50%
0%
2026
2025
  • Analytics
  • Administrative
  • Finance
  • Information Technology
  • Operations
  • Other
  • Customer Success
  • Human Resources
  • Banking
  • Business
  • Consultant
  • Accounting

Contact profiles from RWA Wealth Partners

Name
Title
Contact
Location
Last Update
  • Senior Director, Pricing, Contracting, And Market Access Strategy at RWA Wealth Partners
    B. L.
    Senior Director, Pricing, Contracting, And Market Access Strategy
    Mobile Phone
    Oct 17, 2024
  • Associate Director, Strategic Accounts at RWA Wealth Partners
    M. C.
    Associate Director, Strategic Accounts
    Mobile Phone
    Oct 23, 2024
  • Marketing Analytics & Crm Operations Manager at RWA Wealth Partners
    V. K.
    Marketing Analytics & Crm Operations Manager
    Mobile Phone
    Aug 27, 2026
  • Associate Portfolio Manager at RWA Wealth Partners
    Z. G.
    Associate Portfolio Manager
    Mobile Phone
    Sweden, Skåne County
    Aug 29, 2026
  • Senior Accountant at RWA Wealth Partners
    E. G.
    Senior Accountant
    Mobile Phone
    Sep 29, 2025
  • Senior Tax Accountant at RWA Wealth Partners
    K. M.
    Senior Tax Accountant
    Mobile Phone
    Oct 22, 2024
  • Network / Facilities Coordinator at RWA Wealth Partners
    B. E.
    Network / Facilities Coordinator
    Mobile Phone
    Aug 29, 2026
  • Account Executive at RWA Wealth Partners
    G. V.
    Account Executive
    Mobile Phone
    Oct 23, 2024
  • Client Service Professional at RWA Wealth Partners
    J. L.
    Client Service Professional
    Mobile Phone
    Oct 22, 2024
  • Materials Handler Iv at RWA Wealth Partners
    J. T.
    Materials Handler Iv
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is RWA Wealth Partners known for?

Minus sign iconPlus sign iconRWA Wealth Partners was founded in 2023 and operates in the Financial Services industry. You can contact RWA Wealth Partners's main corporate office by phone at
+1-617-321-****
. Explore RWA Wealth Partners's company overview page for more information.

What is RWA Wealth Partners's most common email format?

Minus sign iconPlus sign iconRWA Wealth Partners employees' email format typically follows the pattern of FLast@adviserinvestments.com. Trying to find reliable and up-to-date employee contact data? Find more RWA Wealth Partners email formats with LeadIQ.

How many employees does RWA Wealth Partners have currently?

Minus sign iconPlus sign iconRWA Wealth Partners has approximately 240 employees as of August 2026. These team members are located across 4 continents, including North America, Europe and Africa.

Who are RWA Wealth Partners's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, RWA Wealth Partners's key employees include:

  • Chief Executive Officer: D. W.
  • President: C. A.
  • Owner: A. B.
  • Partner, Wealth Advisor: D. L.
  • Partner, Senior Wealth Advisor: D. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.