Wealth Enhancement to Acquire RWA Wealth Partners

October 2, 2026

Wealth Enhancement agreed to acquire RWA Wealth Partners, a Boston-based wealth management firm with approximately $22.46 billion in client assets. The deal is expected to close in the fourth quarter of 2026 and will mark Summit Partners’ exit; RWA’s family office capabilities will strengthen Wealth Enhancement’s Reserve offering for ultra-high-net-worth families.

Targets
RWA Wealth Partners
Sellers
Summit Partners
Location
Massachusetts, United States
Transaction Type
Buyout

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