Overview
Assets Under Management: $222 million
Headquarters: SUGAR LAND, TX
High-Net-Worth Clients: 192
Average Client Assets: $0.4 million
Frequently Asked Questions
RWM CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310635), RWM CAPITAL, LLC is subject to fiduciary duty under federal law.
RWM CAPITAL, LLC is headquartered in SUGAR LAND, TX.
RWM CAPITAL, LLC serves 192 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, RWM CAPITAL, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
RWM CAPITAL, LLC manages $222 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, RWM CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 192
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.32%
Average Client Assets: $0.4 million
Total Client Accounts: 2,731
Discretionary Accounts: 2,731
Regulatory Filings
CRD Number: 310635
Filing ID: 2072033
Last Filing Date: 2026-03-17 19:19:47