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RWM CAPITAL, LLC
1650 Highway 6
Suite 250
Sugar Land, Texas 77478
Tel: 832-981-7000
About RWM CAPITAL, LLC
RWM CAPITAL, LLC, formally registered with the SEC as RWM CAPITAL, LLC. The firm was established in 09/21/2020. They have over 8 offices throughout the country.
RWM CAPITAL, LLC is a Sugar Land, Texas based Financial Planning firm with nearly $107,933,862 assets under management, offering retirement planning & investment advisory services to 1585 clients. The firm is staffed with 27 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310635 |
| SEC# | 801-119513 |
| Assets Managed by Firm | $107,933,862 |
| No. of Clients | 1585 |
| No. of Advisors | 27 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1585 | $107,933,862 |
| Individuals (other than high net worth individuals) | 730 | $74,489,643 |
| High net worth individuals | 56 | $33,444,219 |
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