RW Investment Management LLC

RIASEC Registered

Total AUM

$1.7B

Discretionary

$1.7B

99% of AUM

Avg account

$729K

Accounts

2,377

Employees

Advisory reps

Firm details

Headquarters: Eagle, Idaho
CRD number: 282707
Registered since: February 22, 2016
Website: investrw.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.63%
Pension & Profit Sharing Plans11.39%
Individuals5.77%
Charitable Organizations2.73%
Corporations / Businesses0.48%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

RW Investment Management LLC is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2016) and describes itself as a capital allocator serving both individual/family and institutional clients. Compensation models include percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Service offerings center on financial planning and portfolio management across individual, small-business and institutional accounts, plus pension consulting and the selection of other advisers. The firm lists an affiliation with an insurance company. RW Investment Management does not identify as an active ESG investor in the reported materials. The firm received an industry mention in FA Magazine’s Top RIA Firms list in 2020.