RWR INVESTMENTS LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 157966
- Registered since
- May 13, 2026
- Website
- rwrinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI93.83%
- Pooled Investment Vehicles6.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
RWR Investments LLC is an LLC-classified adviser that operates as both an independent registered investment adviser and a private equity fund sponsor. The firm describes itself as a capital allocator serving a mix of individual/family and institutional clients and is owned by an individual. Its advisory remit includes direct portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of outside advisers. Fee arrangements include percentage-of-AUM charges, fixed fees, and performance-based compensation. RWR is not identified as an active ESG investor. It also acts as a sponsor of limited partnerships outside the pooled-vehicle adviser role, which aligns with its private equity fund activities.
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
- Other83%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities4%
- Exchange Traded Equities3%
- US Government Bonds1%
Owners & executives
1 of 1ROBERT RYAN
President and Chief Investment OfficerCRD 5937759
Contacts
1 of 1PARIT PATEL
ControllerCRD 8064991
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 3131 Turtle Creek Blvd
- Time zone
- CT (UTC-6)
- Office locations
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