RSW WEALTH MANAGEMENT

Overview

RSW Wealth Management is an independent registered investment adviser operating as a small, privately owned RIA that serves both high-net-worth individuals and institutional clients. The firm’s advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Its fee model is flexible, combining a percentage-of-AUM component with hourly and fixed-fee engagements. Investment activity is weighted toward publicly available pooled vehicles—public funds and mutual funds form the core of portfolios—while the firm uses outside managers for select alternative allocations. RSW Wealth Management does not position itself as a capital allocator and is not an active ESG investor. The firm reports a singular custodial relationship that supports its execution and reporting processes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices