$199.1M Total AUM
$67.0M Disc. AUM
26.1% 3Y CAGR
4 Employees
221 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-20-2009
- Office Locations
- 1
Office Locations
1200 N. Federal Highway Suite 200 Boca Raton FL
About RWA Advisors
Rubin Wealth Advisors (RWA Advisors) is a Boca Raton, Florida fiduciary RIA providing investment portfolio management and financial planning, including retirement, estate and 401(k) strategies. The firm focuses on politically conservative, America-first investors and uses a quantitative "Risk Number" process plus portfolio stress-testing to align risk and return. Custody is with Charles Schwab.
Team overview
61 AVG AGE
$199.1M AVG AUM / ADVISOR
$901.0K AVG AUM / CLIENT
9.7 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
ROBERT SCOTT RUBIN
Chief Compliance Officer, President
- CRD
- #1415089
- Ownership
- 75% or more
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J
John James Devaney
Chief Executive Officer, Head Trader
- CRD
- #6464131
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,973,955 | $387,133 |
| Non-Discretionary | $132,146,180 | $2,753,045 |
| Total | $199,120,135 | $900,996 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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