{"source":"Breaknorm","page":"https://breaknorm.co/company/rwawealth.com","license":"https://breaknorm.co/terms","domain":"rwawealth.com","name":"RWA Wealth Partners","legal_name":"RWA Wealth Partners","country":"US","country_second":"GB","city":"Tallahassee","admin1":"","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"wealth_management_general","summary":"RWA Wealth Partners is a wealth management firm that provides financial planning, institutional-quality investment management, legacy planning and tax planning for clients. Its offerings include a complimentary financial plan with tax analysis and investment strategy, plus private wealth and family office services. The firm operates from locations including Costa Mesa, San Rafael, Chicago, Boston, Newton, Traverse City, Troy and Houston.","offerings":["comprehensive financial plan","investment strategy","tax analysis"],"target_customers":["high net worth individuals","family office clients"],"business_model":["B2C"],"geo_scope":"national","headcount":"51-200","headcount_source":"linkedin","revenue":"10M-50M","revenue_source":"estimated","certifications":[],"langs":["en"],"linkedin":"https://www.linkedin.com/company/rwawealth","reviews":[],"contact_points":2,"contact_phones":2,"page_types":["home"],"crawled":"2026-10-29","profiled":"2026-10-31","indexed":"2026-11-01","hiring_built":"2026-11-02","website_tech":[],"hiring":{"open":3,"open_postings":3,"new_7d":0,"new_30d":0,"new_90d":2,"closed_30d":0,"countries":["US"]},"hiring_functions":[["finance_and_accounting",2,0],["administration_and_office",1,0]],"tech_jobs":[{"slug":"imanage","status":"active","confidence":"high","jobs":1,"first_seen":"2026-09-30","function":"administration_and_office","quote":"Document and store in RWA’s books and records repository, iManage.","title":"Senior Administrator"},{"slug":"emoney","status":"active","confidence":"medium","jobs":2,"first_seen":"2026-06-11","function":"finance_and_accounting","quote":"Experience with eMoney software is a requirement.","title":"Sr. Family Office Financial Planner"},{"slug":"microsoft-excel","status":"active","confidence":"medium","jobs":2,"first_seen":"2026-09-16","function":"administration_and_office","quote":"• Familiarity and working knowledge with standard office practices and personal computer software, such as Word, Access, and Excel, is required.","title":"Senior Administrator"},{"slug":"microsoft-word","status":"active","confidence":"medium","jobs":2,"first_seen":"2026-09-16","function":"administration_and_office","quote":"• Familiarity and working knowledge with standard office practices and personal computer software, such as Word, Access, and Excel, is required.","title":"Senior Administrator"},{"slug":"cch","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-09-30","function":"administration_and_office","quote":"• Manage and track the process of opening and modifying filing folders in iManage, revenue tracking and billing in CCH or SF, department tracking spreadsheets, and other tasks related to new clients.","title":"Senior Administrator"},{"slug":"cch-axcess-tax","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-09-30","function":"administration_and_office","quote":"fiduciary and individual federal and state income tax returns and FBARs prepared on RWA tax applications (e.g., CCH Axcess Tax) by Tax Services tax staff, and maintain e-filing authorization historical records as required by tax authoritie","title":"Senior Administrator"},{"slug":"microsoft-office","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-06-11","function":"finance_and_accounting","quote":"• Computer skills, particularly the ability to work with Microsoft Office Suite.","title":"Sr. Family Office Financial Planner"},{"slug":"zoom","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-09-16","function":"finance_and_accounting","quote":"• Excellent in-person and video call (e.g., Zoom) presentation skills.","title":"Financial Planner"},{"slug":"holistiplan","status":"active","confidence":"low","jobs":1,"first_seen":"2026-09-16","function":"finance_and_accounting","quote":"• Strong computer skills and proficiency in eMoney preferred or other financial planning software, Holistiplan, Excel, PowerPoint, Word, Salesforce","title":"Financial Planner"},{"slug":"microsoft-powerpoint","status":"active","confidence":"low","jobs":1,"first_seen":"2026-09-16","function":"finance_and_accounting","quote":"• Strong computer skills and proficiency in eMoney preferred or other financial planning software, Holistiplan, Excel, PowerPoint, Word, Salesforce","title":"Financial Planner"},{"slug":"salesforce","status":"active","confidence":"low","jobs":1,"first_seen":"2026-09-16","function":"finance_and_accounting","quote":"• Strong computer skills and proficiency in eMoney preferred or other financial planning software, Holistiplan, Excel, PowerPoint, Word, Salesforce","title":"Financial Planner"},{"slug":"thomson-reuters-onesource","status":"active","confidence":"low","jobs":1,"first_seen":"2026-09-30","function":"administration_and_office","quote":"• Experience with trust accounting system, CCH, Thomson Reuters OneSource Trust Tax is preferred.","title":"Senior Administrator"}],"intents":[],"recent_postings":[{"id":1522102,"title":"Senior Administrator","city":"Boston","function":"administration_and_office","family":"administration_and_office/administrative_support","seniority":"senior","posted":"2026-09-30","url":"https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=f88a0e32-5ff1-49a6-95ca-38682358275b&jobId=9201550678433&lang=en_US","tech":["imanage","cch-axcess-tax","cch","microsoft-word","microsoft-excel"]},{"id":1522103,"title":"Financial Planner","city":"Minneapolis","function":"finance_and_accounting","family":"finance_and_accounting/financial_and_insurance_advisory","seniority":"mid","posted":"2026-09-16","url":"https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=f88a0e32-5ff1-49a6-95ca-38682358275b&jobId=9201568081257&lang=en_US","tech":["zoom"]},{"id":1522104,"title":"Sr. Family Office Financial Planner","city":"Boston","function":"finance_and_accounting","family":"finance_and_accounting/financial_and_insurance_advisory","seniority":"senior","posted":"2026-06-11","url":"https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=f88a0e32-5ff1-49a6-95ca-38682358275b&jobId=9201514309682&lang=en_US","tech":["microsoft-office","emoney"]}],"ats":"Adp","similar":[{"domain":"rscapital.com","name":"Robertson Stephens","country":"US","city":"San Francisco","headcount":"51-200","leaf":"independent_financial_advisers","summary":"Robertson Stephens is a wealth management firm that provides independent fiduciary advisory, wealth planning, investment management, and digital financial solut."},{"domain":"imaprivatewealth.com","name":"IMA Private Wealth","country":"US","city":null,"headcount":"51-200","leaf":"wealth_management_general","summary":"IMA Private Wealth is a wealth management firm that provides comprehensive financial planning, investment management, and asset protection for individuals and f."},{"domain":"3keyswealth.com","name":"3Keys Wealth","country":"CA","city":"Oakville Northeast","headcount":"201-500","leaf":"wealth_management_general","summary":"3Keys Wealth is a wealth management advisory practice that provides financial planning, portfolio management, estate planning and cross-border wealth management."},{"domain":"summitwealthgroup.com","name":"Summit Wealth Group","country":"US","city":"Colorado Springs","headcount":"51-200","leaf":"wealth_management_general","summary":"Summit Wealth Group is a financial planning and investment management firm that provides personalized financial planning, investment management, tax planning, e."},{"domain":"wealthplangroup.com","name":"WealthPlan Group","country":"US","city":"Omaha","headcount":"51-200","leaf":"wealth_management_general","summary":"WealthPlan Group is a wealth management firm that provides investment, financial, tax, estate and retirement planning for families, retirees, business owners an."},{"domain":"barowayfinancial.com","name":"Baroway Financial Group","country":"US","city":"Denver","headcount":"201-500","leaf":"wealth_management_general","summary":"Baroway Financial Group is a wealth management firm that helps families and individuals manage their wealth through financial planning and investment advisory."}],"similar_scored":578,"customers":null,"as_of":"2026-11-03","updated_at":"2026-11-03","hash":"00d7a081f92213d6","index_tier":1}