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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 $106,988,955 assets under management, offering retirement planning & investment advisory services to 676 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310635 |
| SEC# | 801-119513 |
| Assets Managed by Firm | $106,988,955 |
| No. of Clients | 676 |
| No. of Advisors | 11 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 676 | $106,988,955 |
| Individuals (other than high net worth individuals) | 400 | $68,010,968 |
| High net worth individuals | 41 | $38,977,987 |
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|---|---|---|---|
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| $192,398,103,714 | 269289 | 3349 | |
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