Invested Better
Unclaimed

Unclaimed

Unclaimed

Judith Diane Ludwig

RWA Wealth Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Judith? Claim Your Profile

About Judith Diane Ludwig

Judith Diane Ludwig is a Certified Financial Planner and Registered Investment Advisor who works for RWA Wealth Partners. Judith has been in the industry since 1988 and has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Judith has also worked with Braver Wealth Management, LLC and Advisor Investments, LLC.

Firm Information

Judith Ludwig 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.

check

financial planning services

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

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

check

other

Model provider fee

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Judith Ludwig’s Registration & Firm History

MA

02/06/2017 - Present

RWA Wealth Partners (NEWTON MA)

Not sure if Judith Diane Ludwig is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Judith Diane Ludwig.
Not sure if Judith Diane Ludwig is right for you?