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Karen Marie Schmid

Rwa Wealth Partners

San Francisco, CA

Boston, MA

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Current Employers
Rwa Wealth Partners

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-10
TX RA APPROVED 2025-09-08
  • CA RA
    APPROVED
    Since 2025-09-10
  • TX RA
    APPROVED
    Since 2025-09-08

Branch Locations

722 Montgomery St, Suite 202, San Francisco, CA 94111 • United States

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moirai Wealth Management Llc San Francisco CA 01/2001 08/2025
Rwa Wealth Partners, Llc San Francisco CA 08/2025 Present
  • 01/2001 → 08/2025
    Moirai Wealth Management Llc
    San Francisco, CA
  • 08/2025 → Present
    Rwa Wealth Partners, Llc
    San Francisco, CA
Previous Registrations
  • 2012-04-19 → 2025-09-09
    Moirai Wealth Management Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-04-28
  • S65 Uniform Investment Adviser Law Examination
    1994-04-28
Designations
Other Names
  • Karen M. Schmid
  • Karen Schmid
  • Karen M. Schmid

View on SEC IAPD

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