RWM CAPITAL, LLC

Overview

RWM Capital, LLC is an independent registered investment adviser that acts as a capital allocator for individual, family and institutional clients. The firm focuses on financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers, which indicates a hybrid model combining direct portfolio management with delegated manager relationships. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. Investment practice centers on pooled public vehicles as the core hold — public funds and mutual funds account for the largest share of assets — while the firm also allocates to third-party alternative managers. RWM Capital is not positioned as an ESG-focused manager, and its registration profile shows it was SEC-registered in 2020 and is classified as an independent RIA. Although the firm maintains multiple physical offices across several states, its adviser registration status does not identify it as a multi-state adviser.

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Location & Offices