Rwa Advisors

RWA Advisors, LLC is a financial advisory firm based in Boca Raton, FL, established in August 2009 and registered with the SEC in 2022. The firm's founder, Robert Rubin, acts as the sole member and principal, owning 100% equity of the company. RWA operates as a fiduciary under Section 206 of the Advisers Act, managing client assets on an individualized basis. The firm offers investment advisory services, financial planning, retirement plan advisory services, and consulting. Clients are required to have a minimum investment of $500,000, which may be waived based on potential asset growth. RWA's fees are negotiable, collected quarterly or monthly, and do not exceed 2.75% annually. The firm does not accept performance-based fees or engage in side-by-side management. RWA provides services to various client types, including individuals, retirement plans, trusts, and corporations. The firm assists clients in selecting investment strategies, evaluating money managers, and monitoring performance. Clients maintain discretion over their investments, and RWA does not vote on client securities. The firm has no disciplinary events to report and maintains financial stability.