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Portfolio Advises PE-Backed RWA Wealth Partners on Acquisition of Moirai Wealth Management

August 18, 2025

Portfolio M&A Law advised RWA Wealth Partners, a portfolio company of Summit Partners, on its acquisition of Moirai Wealth Management

RWA Wealth Partners, a national independent and boutique wealth management firm responsible for $18 billion in client assets, expanded its West Coast presence with its acquisition of Moirai Wealth Management, a San Francisco-based independent registered investment advisor (RIA) with $344 million in assets under management.

Read the press release here

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