RWM Capital, LLC
Firm details
- Headquarters
- Sugar Land, Texas
- CRD number
- 310635
- Registered since
- September 21, 2020
- Website
- robertswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals65.75%
- HNWI32.32%
- Corporations / Businesses1.92%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
RWM Capital, LLC is an independent registered investment adviser that registered with the SEC in 2020 and is organized as a limited liability company owned by an individual. The firm serves both individual/family and institutional clients and functions as a capital allocator, meaning it places client capital with third‑party managers as part of its offerings. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. RWM Capital bills clients through a mix of percentage‑of‑AUM, hourly, and fixed fee arrangements. The firm is not identified as an active ESG investor.
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
- Public Funds/Mutual Funds72%
- Exchange Traded Equities22%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
2 of 2
Paul Roberts
President, CEOCRD 6776722
Liza Mae Palmer
Chief Compliance OfficerCRD 6593089
Contacts
3 of 12
Alan Bradley
Investment Adviser RepresentativeCRD 5193839
Michael Markiewicz
Fiduciary Financial AdvisorCRD 6181892
Michael Thompson
Fiduciary Financial AdvisorCRD 4880597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sugar Land, TX
Fort Bend
Location
Sugar Land, TX
Headquartered in Sugar Land, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Fort Bend
- Address
- 1600 Highway 6
- Time zone
- CT (UTC-6)
- Office locations
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