RWH Asset Management

Overview

RWH Asset Management is a single-adviser, sole proprietorship operating as an independent RIA that serves individual and family clients. The firm charges fees based on a percentage of assets under management and focuses on financial planning and portfolio management for individuals and small businesses. It does not identify as an ESG investor, is not structured as a multi-state adviser, and is not positioned as an institutional capital allocator; the adviser uses third-party managers for certain alternative exposures rather than allocating capital across other managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices