RWR INVESTMENTS LLC

RIASEC RegisteredEst. 2026
Total AUM
$171M
Discretionary
$171M
100% of AUM
Avg account
$19M
Accounts
9
Employees
4
Advisory reps
2

Firm details

Headquarters
DALLAS, Texas
CRD number
157966
Registered since
May 13, 2026
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 83%, Cash & Cash Equivalents 8%, Non-Exchange Traded Equities 4%, Exchange Traded Equities 3%, US Government Bonds 1%, Public Funds/Mutual Funds 1%83%
  • Other83%
  • Cash & Cash Equivalents8%
  • Non-Exchange Traded Equities4%
  • Exchange Traded Equities3%
  • US Government Bonds1%

Owners & executives

1 of 1
  • ROBERT RYAN

    President and Chief Investment OfficerCRD 5937759

Contacts

1 of 1
  • PARIT PATEL

    ControllerCRD 8064991

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth