IM Deals Blog

RWA Wealth Partners Acquired Moirai Wealth Management

Written by admin | Aug 26, 2025

On August 18, 2025, RWA Wealth Partners, LLC announced its acquisition of Moirai Wealth Management LLC.

RWA Wealth Partners, LLC. (“RWA”) announced, on August 18, 2025, its acquisition of Moirai Wealth Management LLC (“Moirai”). Moirai’s four-member team will join RWA’s presence on the west coast where it has two offices. The deal closed on August 15, 2025. Further terms of the transaction were not disclosed.

RWA, based in Newton, Massachusetts, is a national independent and boutique wealth management firm. As of August 2025, RWA had $18 billion in client assets.

Moirai, based in San Francisco, California, is a registered investment advisor focused on providing wealth management solutions to high-net-worth individuals and families. As of August 2025, Moirai had approximately $344 million in assets under management. Baker Tilly served as financial adviser to Moirai on the transaction.

To read the press release: please click here.