Acquisition · Adviser / wealth-management

Moirai Wealth Management

Transaction overview

Reported completed

Closed:

RWA Wealth Partners reported on August 18, 2025 that its acquisition of Moirai Wealth Management had closed on August 15, 2025. The transaction added the San Francisco firm’s four-member team and approximately $344 million in client assets; that figure represents assets under management, not acquisition consideration.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. RWA Wealth Partners Expands West Coast Presence with Acquisition of Moirai Wealth Management ↗

    Official source website · Published Aug 18, 2025

    RWA Wealth Partners reported on August 18, 2025 that its acquisition of Moirai Wealth Management had closed on August 15, 2025. The transaction added the San Francisco firm’s four-member team and approximately $344 million in client assets; that figure represents assets under management, not acquisition consideration.

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Moirai Wealth Management · RIA Monitor