RW Investment Management LLC

RIASEC RegisteredEst. 2016

Total AUM

$1.7B

Discretionary

$1.7B

99% of AUM

Avg account

$729K

Accounts

2,377

Employees

Advisory reps

Firm details

Headquarters: Eagle, Idaho
CRD number: 282707
Registered since: February 22, 2016
Website: investrw.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.63%
Pension & Profit Sharing Plans11.39%
Individuals5.77%
Charitable Organizations2.73%
Corporations / Businesses0.48%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

RW Investment Management LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and operating since 2016. The firm serves individual and family clients as well as institutional and business clients, offering financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm identifies as a capital allocator, does not position itself as an active ESG investor, and lists an affiliation with an insurance company. RW Investment Management was named among Top RIA Firms by FA Magazine in 2020.