DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jennifer Kleimon Votano

Rwa Wealth Partnersindependent RIABoston, MaIA-onlyIAPD 4553168

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Jennifer R Kleimon

At current firm

0 y

since Nov 7, 2025

In the industry

24 y

since Apr 3, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

n/a

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Business email: jvotano@rwawealth.comreportedrwawealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Rwa Wealth Partners independent RIA current
since Nov 7, 2025 · Boston, Ma
Citizens Private Wealth BD affiliated
Nov 22, 2021 to Sep 30, 2025 · Tarrytown, Ny
New England Private Wealth Advisors, LLC independent RIA
Jul 2, 2007 to Oct 22, 2021 · Wellesley, Ma
Palmerdodge Advisors LLC former
Feb 23, 2004 to Apr 1, 2005 · Boston, Ma
Long Wharf Investors former
Apr 3, 2002 to Feb 9, 2004 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

Citizens Private Wealth to Rwa Wealth Partners
left Sep 30, 2025, registered Nov 7, 2025 (38 days) · Affiliated broker-dealer or bank to independent RIA
New England Private Wealth Advisors, LLC to Citizens Private Wealth
left Oct 22, 2021, registered Nov 22, 2021 (31 days) · RIA to RIA
Palmerdodge Advisors LLC to New England Private Wealth Advisors, LLC
left Apr 1, 2005, registered Jul 2, 2007 (822 days) · Other
Long Wharf Investors to Palmerdodge Advisors LLC
left Feb 9, 2004, registered Feb 23, 2004 (14 days) · Other

Signals

Jennifer Kleimon Votano left Citizens Private Wealth for Rwa Wealth Partners (registered 2025-11-07)
Sep 30, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address