$19.8B Total AUM
$19.4B Disc. AUM
34.2% 3Y CAGR
178 Employees
6,042 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Summit quantumCapital +more
- Established Date
- 01-20-2012
- Office Locations
- 14
Office Locations
13721 S. West BAY Shore BAY Drive Traverse City MI
13831 Northwest Freeway Houston TX
150 N. Wacker Drive, Floor 12, Suite 1250 Chicago IL
About RWA Wealth Partners
RWA Wealth Partners is a Boston-based RIA serving retail and institutional clients with integrated wealth management and financial planning, including portfolio construction, tax and estate planning, and charitable strategies. Portfolios make significant use of ETFs alongside public funds, with access to alternatives and fixed income. The firm custodies with major platforms such as Schwab and Fidelity/NFS and was named to Barron’s Top 100 RIA Firms (2025).
Team overview
41 AVG AGE
$314.2M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
5.2 yrs AVG TENURE
178 Employees
63 Advisory Reps
66 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Foundation Delta Meridian catalyst Glacier prime Alpha alpha Radial capital Harbor timber Legacy Signal
Client Personas
Unison Insight zenith Bridge
CRM
Catalyst
Custodian
Frontier Catalyst Meridian frontier Insight momentum Eagle Crest Legacy catalyst Radial alpha Catalyst atlas Zenith foundation Quantum Unison alpha Crest north Delta Legacy vector Radial summit Oak momentum Vector zenith Vertex pioneer Vertex momentum Catalyst ember Atlas Vector Radial Ember Atlas glacier Timber Ember Pathway element Momentum Element North Radial bridge Atlas vertex Legacy Capital Beacon Vertex
Investment Themes
Radial Harbor Timber Focus Focus Pathway ember Eagle foundation Legacy
Investment Vehicles
Alpha Legacy Ember
Platform
Frontier Pathway beacon Crest Ember optima Capital
Services
Prime prime Ember legacy Capital radial Beacon capital Summit Prime pioneer Glacier Alpha Summit Value Element catalyst Zenith Vertex harbor
Technology
Focus beacon Crest Element Bridge Catalyst Peak pathway
Owner & Executives
KRISTIN DIBARNABA FAZIO
Chief Compliance Officer, PRINCIPAL, Wealth Advisor
- CRD
- --
- Ownership
- Less than 5%
(814) 262-6369
vector.delta@zenithcapital.com
in linkedin.com/in/glacier-element
MICHELLE ANN KNIGHT
Chief Executive Officer, Wealth Advisor
- CRD
- #2866359
- Ownership
- Less than 5%
(745) 356-1901
vector.oak@pioneercapital.com
in linkedin.com/in/harbor-ember
M
Momentum oak
Wave ember
- CRD
- #64507
- Ownership
- 19.7%
(522) 903-6772
foundation.vertex@vertexcapital.com
in linkedin.com/in/frontier-vital
Showing 2 of 4 owners & executives
Unlock allContacts
Olivia Mae Allen
--
- CRD
- #7610908
(215) 777-7687
quantum.north@capitalcapital.com
in linkedin.com/in/alpha-signal
Daniel Luiz Almeida
Director
- CRD
- #7005527
(620) 204-2475
pioneer.matrix@glaciercapital.com
in linkedin.com/in/matrix-focus
F
Fusion prime
Value signal horizon
- CRD
- #11809
(423) 345-6185
vector.element@summitcapital.com
in linkedin.com/in/catalyst-alpha
Showing 2 of 73 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,400,573,272 | $991,647 |
| Non-Discretionary | $394,713,412 | $4,643,687 |
| Total | $19,795,286,684 | $1,007,445 |
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Separately Managed Accounts
Total SMA Asset: $19,795,286,684
Equity - Exchange:
9.9% Public Funds:
16.3% Municipal Bonds:
9.6% Cash:
19.9% Private Funds:
15.9% U.S. Government/Agency:
9.0% Corporate - Investment Grade:
19.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $861,033,082 | 9.9% |
| Public Funds | $1,417,660,529 | 16.3% |
| Municipal Bonds | $834,941,171 | 9.6% |
| Cash | $1,730,763,468 | 19.9% |
| Private Funds | $1,382,871,314 | 15.9% |
| U.S. Government/Agency | $782,757,347 | 9.0% |
| Corporate - Investment Grade | $1,687,276,949 | 19.4% |
| Total | $8,697,303,860 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA VECTOR RIDGE | LEGACY INSIGHT | 7N1OD6ZO3 | MJW | 8.03% | $5,367,254 |
| ELEMENT MERIDIAN | CAPITAL CATALYST | PXAPCPU87 | MLZ | 4.20% | $76,794,215 |
| ELEMENT WAVE | DELTA PIONEER | C0HVYHACB | ZDAF | 5.21% | $119,184,839 |
| FOUNDATION BRIDGE | PEAK LEGACY | 0WX7391YR | BAMMM | 5.47% | $112,512,338 |
| PEAK HORIZON TIMBER | WAVE MOMENTUM | K75IZV798 | DICLU | 9.85% | $83,696,792 |
| CAPITAL SUMMIT | TIMBER OPTIMA | 9DWS706J3 | FXQ | 8.97% | $17,100,256 |
| VITAL WAVE BEACON | TIMBER TIMBER | WG7S4USXY | UZTTX | 1.28% | $13,624,039 |
| FUSION NORTH | MATRIX MERIDIAN | 0XYJICK6U | UTDU | 11.30% | $41,105,694 |