Portfolio Company · Operating Co.
RWA Wealth Partners
a portfolio company of
Summit Partners
Status on record: Current
PE Firm Index

Who owns RWA Wealth Partners?

RWA Wealth Partners is listed as a current portfolio company of Summit Partners on Summit Partners' own portfolio page.

From the company's website

Fiduciary wealth management firm ranked #29 on Barron's Top 100 RIA Firms. RWA offers financial planning, estate planning, investment management and tax services across the U.S.

Source: rwawealth.com, read November 2026

Company Snapshot

RWA Wealth Partners is a Growth Products & Services company. Its owner on record, Summit Partners, is a growth investing firm founded in 1984. Summit Partners lists 413 companies in the index, 216 of them in Growth Products & Services.

Parent PE firmSummit Partners
Ownership statusCurrent
WebsiteVisit ↗

About the owner

Founded
1984
Strategy
Growth investing, Minority partner, Majority partner, Strategic growth investment, Buy & Build strategy
Sectors
Technology, Healthcare & Life Sciences, Growth Products & Services
Companies in the index
413

Summit Partners is a growth investment firm that seeks to invest in category-leading companies across technology, healthcare, life sciences, and growth products and services.

Read the Summit Partners profile

Questions about RWA Wealth Partners

Who owns RWA Wealth Partners?

RWA Wealth Partners is listed as a current portfolio company of Summit Partners on Summit Partners' own portfolio page.

What sector is RWA Wealth Partners in?

RWA Wealth Partners is in Growth Products & Services. Classified from the owner's portfolio label.

What else does Summit Partners own in Growth Products & Services?

Summit Partners lists 215 other Growth Products & Services companies in the index, including 48forty Solutions, a.k.a. Brands, A10 Networks, ABILITY Network and Academic Management Services.

What is RWA Wealth Partners' website?

RWA Wealth Partners' website is https://rwawealth.com/.

Sources

This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with RWA Wealth Partners and does not provide investment advice.

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