RWM Asset Management, LLC
RIAState Registered
Total AUM
$35.4M
Discretionary
$35.4M
100% of AUM
Avg account
$107K
Accounts
332
Employees
4
Advisory reps
4
Firm details
- Headquarters
- New Bloomfield, Pennsylvania
- CRD number
- 130468
- Website
- rwmcompany.com
- Custodians
- ALTRUIST, SHAREHOLDERS SERVICE GROUP, LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals66.03%
- HNWI33.97%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
RWM Asset Management, LLC is an independent, individually owned advisory firm serving individuals and families. It provides financial planning and portfolio management for individuals and small businesses, and charges fees based on assets under management. The firm also identifies accounting as a business activity.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Other12%
- Exchange Traded Equities8%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
New Bloomfield, PA
Perry
Location
New Bloomfield, PA
Headquartered in New Bloomfield, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- Perry
- Address
- 17 E Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
DS Wealth Advisors, Inc.
RIAPittsburgh, PA
AUM $35.4MTEAM 1REPS 1
Neptune Wealth
RIAPittsburgh, PA
AUM $35.5MTEAM 5REPS 3
Creative Capital Wealth Management Group
RIAChester Springs, PA
AUM $35MTEAM 5REPS 5
Storehouse Investments LLC
RIANew Castle, PA
AUM $34.9MTEAM 4REPS 3
Moondance Investment Advisors, LLC
RIANew Hope, PA
AUM $34.8MTEAM 2REPS 3
Vesta Financialcare
RIAPhiladelphia, PA
AUM $34.2MTEAM 1REPS 1