RWH ASSET MANAGEMENT
Firm details
- Headquarters
- KENOSHA, Wisconsin
- CRD number
- 168983
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
RWH Asset Management is a small, independent Registered Investment Adviser run as a sole proprietorship and owned by an individual. The firm focuses on advisory relationships with individuals, families and small businesses, offering financial planning and portfolio management on a fee‑based model charged as a percentage of assets under management. It does not present itself as an active ESG investor, is not registered as a multistate adviser, and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities100%
Owners & executives
1 of 1ROBERT HAGGARTY
President and CEOCRD 1793023
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KENOSHA, WI
KENOSHA
Location
KENOSHA, WI
Headquartered in KENOSHA, WI, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- KENOSHA
- Address
- 6230 10th St
- Time zone
- CT (UTC-6)
- Office locations
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