Profile
Daniel Philip Wiener is the founder of RWA Wealth Partners LLC, which was founded in 1994.
He holds the title of Board Member at RWA Wealth Partners LLC.
Mr. Wiener is also the founder of Adviser Investment Management, Inc. .
Mr. Wiener's former job is Chairman & Chief Executive Officer at Adviser Investments Acquisition Co. LLC.
Mr. Wiener's education history includes an undergraduate degree from Tufts University, which was conferred in 1977.
Dan Wiener active positions
| Companies | Position | Start |
|---|---|---|
RWA Wealth Partners LLC
 RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Founder | 01/01/1994 |
Adviser Investment Management, Inc.
 Adviser Investment Management, Inc. Investment ManagersFinance Adviser Investment Management, Inc. provides investment advisory services. The company was founded by Daniel Philip Weiner and is headquartered in Newton, MA. | Founder | - |
Former positions of Dan Wiener
| Companies | Position | End |
|---|---|---|
Adviser Investments Acquisition Co. LLC
 Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Chief Executive Officer | 01/12/2016 |
Training of Dan Wiener
| Tufts University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Adviser Investments Acquisition Co. LLC
Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Finance |
RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Finance |
Adviser Investment Management, Inc.
Adviser Investment Management, Inc. Investment ManagersFinance Adviser Investment Management, Inc. provides investment advisory services. The company was founded by Daniel Philip Weiner and is headquartered in Newton, MA. | Finance |
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