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They include 3,545 high-net-worth individuals, 2,406 other individuals and 33 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Rwa Wealth Partners offer?","answer":"Rwa Wealth Partners provides financial planning, portfolio management for individuals and small businesses and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Rwa Wealth Partners use?","answer":"Rwa Wealth Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $14,498,902,854 and Charles Schwab & Co., Inc. (Westlake, TX), with $3,439,397,880. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Rwa Wealth Partners have?","answer":"Rwa Wealth Partners has 66 investment adviser representatives registered with state securities authorities, out of 178 employees, and 63 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Rwa Wealth Partners invest in?","answer":"At the end of its last fiscal year, Rwa Wealth Partners’ separately managed accounts held 48% exchange-traded equities, 35% registered funds (mutual funds, ETFs, BDCs), 5% state and local bonds, 4% pooled vehicles (private funds and similar), 4% cash and equivalents, 2% U.S. government and agency bonds and 1% investment grade corporate bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Rwa Wealth Partners?","answer":"Rwa Wealth Partners’ direct owner is Ai Intermediate, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Rwa Wealth Partners get paid?","answer":"Rwa Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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