Riwm, LLC
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 160536
- Website
- www.riwm.net
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI88.14%
- Individuals11.86%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Riwm, LLC is a limited liability company operating as a non-independent retail registered investment adviser that focuses on individual and family clients. The firm provides portfolio management for individuals and small businesses and conducts selection of other advisers, positioning itself as a capital allocator rather than a traditional discretionary manager. Its fee arrangement includes a percentage-of-AUM component plus other fee structures. Riwm is not identified as an active ESG investor, does not present as a multi-state adviser, and is affiliated with a broker-dealer.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities60%
- Other20%
- Cash & Cash Equivalents10%
- US Government Bonds5%
- State & Local Bonds5%
Contacts
3 of 3Jose Torres Martinez
Registered RepresentativeCRD 3193555
Arturo Rodriguez
TraineeCRD 5593290
Arturo Rodriguez Diaz
CCOCRD 1301783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 2655 S Le Jeune Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Forem Investments LLC
RIACoral Gables, FL
Hachiko Financial USA Corp.
RIACoral Gables, FL
Capview Advisors, LLC
RIACoral Gables, FL
Ascent Wealth Management Group, LLC
RIACoral Gables, FL
Eber Capital Management
RIACoral Gables, FL
Genesis Wealth Management, Inc.
RIACoral Gables, FL