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RMWC

CRD 147359 · SEC 801-71710

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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130 E 59TH STREET, 13TH FLOOR, NEW YORK, NY, 10022, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$807.4M

Discretionary AUM

$807.4M

Team

13 total employees; 8 advisory reps

Clients

0

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles11$807.4M

States served

CA, NY

All web addresses on file

Official SEC filing: View on IAPD