RW INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2016

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 and SEC-registered since 2016. The firm acts as a capital allocator for a mix of individual, family and institutional clients, offering portfolio management and financial planning alongside services for small businesses and institutional accounts. Fee arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Service capabilities listed in filings cover financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and the selection of other advisers. The firm notes an industry affiliation with an insurance company and does not identify itself as an active ESG investor. RW Investment Management was included in FA Magazine’s Top RIA Firms list in 2020.