Menu
Rwm Capital, Llc
Sugar Land, Texas
4.0
5 Reviews
RWM Capital, LLC, headquartered in Sugar Land, TX, is a reputable small investment advisory firm with a strong presence in the financial industry. With over 400 individual clients and an impressive $106,989,000 in assets under management, RWM Capital is dedicated to providing comprehensive financial planning and investment management services.
The firm operates three offices strategically located to cater to their diverse client base. RWM Capital excels in managing assets derived from employer 401Ks and individuals, boasting significant experience in this area. Notably, all of the assets they manage are discretionary, showcasing ...see more
Assets Under Mgmt
$106.99M
Investment Professionals
4
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Reviews for Rwm Capital, Llc
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.