WRW WEALTH ADVISORS

Overview

WRW Wealth Advisors is a small corporate investment adviser that identifies its primary advisory activity as portfolio management for individuals and small businesses. The firm charges on a percentage-of-AUM basis and is classified as an individual-owner business rather than a capital allocator. It does not position itself as an active ESG investor, is not listed as a multi-state adviser, and is not a pension consultant or related adviser. Investment focus centers on traditional portfolio building with allocations into mutual funds and corporate debt for core exposure, and selective use of alternative strategies—specifically hedge funds, real estate and REITs—for diversification, income and potential return enhancement. The firm lists an industry affiliation with accounting professionals, suggesting integration with tax or bookkeeping services as part of its client offering.

Assets & Accounts

Investments & Alternatives

Location & Offices