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Matthew Don Batzel

RWA Wealth Partners

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About Matthew Don Batzel

Matthew Batzel is an investment advisor representative at RWA Wealth Partners. Matthew has been in the industry since 2006 and is registered with the state of California, Massachusetts, and Texas. Matthew has a Series 66, Series 24, Series 7, and SIE license. Matthew has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Matthew also provides estate planning and tax return preparation services. Matthew is passionate about helping clients reach their financial goals and is dedicated to providing personalized and comprehensive financial advice.

Firm Information

Matthew Batzel 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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Matthew Batzel’s Registration & Firm History

TX

11/03/2023 - Present

RWA Wealth Partners (Houston TX)

UT

10/17/2011 - 06/21/2017

TD AMERITRADE, INC. (DRAPER UT)

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Licenses & Designations

BOTH

Issued 11/04/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/2012

Series 24 - General Securities Principal Examination

BC

Issued 06/21/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Don Batzel.
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