John
Leahy

Rwa Wealth Partners

CRD#7907166
Investment Advisor
in Newton Center, MA

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About this Advisor

John Leahy is a financial advisor based in Newton Center, Massachusetts, working with Rwa Wealth Partners. John has previously held positions at Rwa Wealth Partners, LLC, Bigtincan, Cardinal Health, Enterprise Rent-A-Car, and Envision Media Arts. John has passed the Series 65 regulatory exam and is registered to provide services in California, Massachusetts, and Texas. Currently, John is part of Rwa Wealth Partners, which operates out of Newton Center, Massachusetts. The firm has 9 offices and 189 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Rwa Wealth Partners includes asset-based, hourly, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

85 Wells Avenue Suite 109
Newton Center, MA 02459

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Rwa Wealth Partners Brokerage Details

Total Assets Under Management

$15,423,271,608

MA Average: $16,012,751,954
Total Number of Employees

189

MA Average: 118
Total Number of Accounts

19,495

MA Average: 4,567
Average Account Size

$791,140

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

John Leahy Work History

2023 - Present (1 year)

Rwa Wealth Partners, LLC

2022 - 2023 (1 year)

Bigtincan

2017 - 2022 (5 years)

Cardinal Health

2015 - 2017 (2 years)

Enterprise Rent-A-Car

2014 - 2015 (1 year)

Envision Media Arts

Disclosures

Please visit the SEC profile of John Leahy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rwa Wealth Partners

Cassandra Jones
Newton Center, MA
Timothy Mazanec
Newton Center, MA
Dina Milne
Newton Center, MA
Ryan Drews
Troy, MI
John Leahy
Newton Center, MA
Margery Neis
San Rafael, CA
Stephen Johnson
Newton Center, MA
David Fontaine
Newton Center, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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