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RWM ASSET MANAGEMENT, LLC
CRD 130468
17 EAST MAIN STREET, NEW BLOOMFIELD, PA, 17068, United States
Phone
717-582-8135
Fax
717-582-7392
Registration
— (—)
Source
State registered
Total AUM
$35.4M
Discretionary AUM
$35.4M
Team
4 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 205 | $23.4M |
| High net worth individuals | 8 | $12.0M |
All web addresses on file
Official SEC filing: View on IAPD