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RIA / WealthAdvisor19 years in industry

MATTHEW PHILIP ERICKSON

Advisor at RWA WEALTH PARTNERS

BOSTON, MA | Troy, MI

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Search this name across graphsid dfx:ria:0b0b2bdd-595e-7453-3a9d-d5a1aa5c679f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jun 26, 2009 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RWA WEALTH PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 17, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Oct 17, 2006
First registration: Jun 26, 2009
Dual registered: no
IAPD individual key: 3147132

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RWA WEALTH PARTNERS	Independent wealth	Nov 18, 2024	n/a	yes	BOSTON, MA\|Troy, MI\|Troy, MI	Current employment
POLARIS WEALTH ADVISORY GROUP	Former SEC adviser	Jun 1, 2018	Nov 7, 2023	no	Troy, MI\|TROY, MI	Previous registration
RENAISSANCE CAPITAL MANAGEMENT, LLC	n/a	Jan 30, 2017	Sep 26, 2018	no	Canton, MI\|GRAND RAPIDS, MI	Previous registration
RENAISSANCE CAPITAL MANAGEMENT, LLC	n/a	Jan 22, 2015	Dec 31, 2016	no	GRAND RAPIDS, MI	Previous registration
LEGACY PLANNING & ASSOCIATES, INC.	Former SEC adviser	Oct 17, 2013	Feb 9, 2017	no	GRAND RAPIDS, MI	Previous registration
REGAL INVESTMENT ADVISORS LLC	Bd affiliated wealth	Oct 19, 2012	Oct 14, 2013	no	CANTON, MI\|KENTWOOD, MI	Previous registration
LEGACY PRIVATE CLIENT GROUP, INC.	Former SEC adviser	Oct 2, 2012	Oct 22, 2012	no	CANTON, MI	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jun 26, 2009	Apr 23, 2012	no	PLYMOUTH, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
POLARIS WEALTH ADVISORY GROUP	RWA WEALTH PARTNERS	Nov 7, 2023	Nov 18, 2024	377	Firm change	RIA to RIA
RENAISSANCE CAPITAL MANAGEMENT, LLC	POLARIS WEALTH ADVISORY GROUP	Sep 26, 2018	Jun 1, 2018	-117	Firm change after gap	Other
LEGACY PLANNING & ASSOCIATES, INC.	RENAISSANCE CAPITAL MANAGEMENT, LLC	Feb 9, 2017	Jan 22, 2015	-749	Firm change after gap	Other
REGAL INVESTMENT ADVISORS LLC	LEGACY PLANNING & ASSOCIATES, INC.	Oct 14, 2013	Oct 17, 2013	3	Firm change	Other
LEGACY PRIVATE CLIENT GROUP, INC.	REGAL INVESTMENT ADVISORS LLC	Oct 22, 2012	Oct 19, 2012	-3	Firm change	Other
UBS FINANCIAL SERVICES INC.	LEGACY PRIVATE CLIENT GROUP, INC.	Apr 23, 2012	Oct 2, 2012	162	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
158718:156984:MI:2023-11-07	Nov 7, 2023	Nov 18, 2024	TROY, MI	Firm change

Relationships

Registered with (7)

→ RWA WEALTH PARTNERSRegistered adviserregistration: current employment
Nov 18, 2024 to presentfactForm ADV
→ POLARIS WEALTH ADVISORY GROUPRegistered adviserregistration: previous registration
Jun 1, 2018 to Nov 7, 2023factForm ADV
→ RENAISSANCE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 30, 2017 to Sep 26, 2018factForm ADV
→ LEGACY PLANNING & ASSOCIATES, INC.Registered adviserregistration: previous registration
Oct 17, 2013 to Feb 9, 2017factForm ADV
→ REGAL INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Oct 19, 2012 to Oct 14, 2013factForm ADV
→ LEGACY PRIVATE CLIENT GROUP, INC.Registered adviserregistration: previous registration
Oct 2, 2012 to Oct 22, 2012factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jun 26, 2009 to Apr 23, 2012factForm ADV

Dated events

Occurred
Nov 7, 2023
Advisor changed firm
Matthew Philip Erickson left Polaris Wealth Advisory Group for Rwa Wealth Partners (registered 2024-11-18)
Form ADVobserved 4 days ago