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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