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John Joseph Leahy

RWA Wealth Partners

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About John Joseph Leahy

John Joseph Leahy is an Investment Advisor Representative at RWA Wealth Partners. John has been a Registered Investment Advisor since May 1, 2024. John has a Series 65 license. John's area of specialization includes, but is not limited to, portfolio management for individuals and businesses. John is also a Registered Investment Advisor in California, Massachusetts, and Texas. John has been involved in the financial services industry since January 2023.

Firm Information

John Leahy is currently registered with RWA Wealth Partners. RWA Wealth Partners is an investment advisor based in NEWTON, MA. The firm primarily provides financial planning, portfolio management for individuals and businesses, and estate planning services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $15.42 billion in assets.
RWA Wealth Partners

85 WELLS AVENUE

NEWTON, MA 02459

$15.42B

Assets Under Management

26

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning, tax return preparation & filing; model provider

Estate planning, tax return preparation & filing; model provider

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Model provider fee

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John Leahy’s Registration & Firm History

MA

05/01/2024 - Present

RWA Wealth Partners (NEWTON MA)

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Licenses & Designations

IA

Issued 04/10/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Joseph Leahy.
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