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.

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

Jul 23, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Jul 23, 2003

First registration

Feb 15, 2022

Dual registered

no

Other names

SHRUTI NONE BANSAL

IAPD individual key

4515898

• Occurred

  Nov 29, 2023
  Advisor changed firm

  Shruti Bansal left Ropes Wealth Advisors for Rwa Wealth Partners (registered 2023-12-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e4d7d74c-643f-2dc5-2e79-8667b91becce

First observed

Feb 15, 2022

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.