RWA Advisors
SEC RegisteredWhere Investing Meets Conservative Values
About the firm
Rubin Wealth Advisors is a Boca Raton, Florida-based investment advisory firm specializing in guiding politically conservative investors through an ever-changing financial landscape. The firm offers investment portfolio management, estate planning, retirement strategies, and personalized financial advice. Its investment committee has over 140 years of combined experience and $890 million in assets under management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment portfolio management, estate planning, retirement strategies, personalized financial advice, financial planning, investment management, retirement planning, and 401K investment.
Who they serve
Politically conservative investors, specifically America-first investors seeking guidance aligned with conservative values.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 68 | $7.3M |
| High Net Worth Individuals | 145 | $94M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 8 | $98M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RWA Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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