Matthew Philip Erickson

Employer firm

Rwa Wealth Partners CRD 156984

$19.8B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TRUSTEE AND TRUST ADMINSTRATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 11/2016
  Legacy Planning & Associates, Inc.
  Grand Rapids, MI
• 04/2014 → 05/2018
  Renaissance Capital Management, Llc
  Canton, MI
• 05/2018 → 11/2023
  Polaris Wealth Advisory Group
  Troy, MI
• 11/2023 → Present
  Rwa Wealth Partners, Llc
  Newton, MA

Previous Registrations

• 2018-06-01 → 2023-11-07
  Polaris Wealth Advisory Group
  Troy, MI
  Troy, MI
• 2017-01-30 → 2018-09-26
  Renaissance Capital Management, Llc
  Canton, MI
  Grand Rapids, MI
• 2013-10-17 → 2017-02-09
  Legacy Planning & Associates, Inc.
  Grand Rapids, MI
• 2015-01-22 → 2016-12-31
  Renaissance Capital Management, Llc
  Grand Rapids, MI
• 2012-10-19 → 2013-10-14
  Regal Investment Advisors Llc
  Canton, MI
  Kentwood, MI
• 2012-10-02 → 2012-10-22
  Legacy Private Client Group, Inc.
  Canton, MI
• 2009-06-26 → 2012-04-23
  Ubs Financial Services Inc.
  Plymouth, MI

Exams

• S66 Uniform Combined State Law Examination
  2006-10-17