RWM ASSET MANAGEMENT, LLC

Overview

RWM Asset Management, LLC is an independent registered investment adviser operating as an LLC with an individual owner. The firm serves primarily individuals and families, charging fees based on a percentage of assets under management and offering financial planning and portfolio management for individuals and small businesses. The firm lists accounting among its business activities and affiliations, which suggests integration of tax or bookkeeping expertise into its client work. The adviser does not identify as an active ESG investor, does not act as a capital allocator or pension consultant, and is not described as a multi-state or related adviser in the available snapshot. Its model appears focused on delivering fee-based advisory services rather than sponsoring proprietary funds or running multi-manager platforms.

Assets & Accounts

Investments & Alternatives