RIWM, LLC

Overview

Riwm, LLC is a small wealth advisory firm organized as an LLC that focuses on portfolio management for individuals and small businesses and on selecting outside advisers for client allocations. The firm operates largely in a non‑discretionary capacity, meaning clients retain final trading authority while Riwm provides advice, model portfolios and manager recommendations. Riwm identifies as a capital allocator with a clear tilt toward equities, using both exchange‑traded instruments and mutual funds as core building blocks. The business charges a percentage‑of‑AUM fee (with other fee arrangements also possible) and maintains an affiliation with a broker‑dealer, which supports trade execution and custody relationships.

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Public Holdings

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Location & Offices