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RW INVESTMENT MANAGEMENT LLC
CRD 282707 · SEC 801-107268
1028 S. BRIDGEWAY PLACE, SUITE 200, EAGLE, ID, 83616, United States
Phone
208-333-1433
Fax
208-297-5456
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.73B
Discretionary AUM
$1.71B
Team
20 total employees; 12 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 341 | $100.0M |
| High net worth individuals | 417 | $1.38B |
| Pension/profit sharing plans | 26 | $197.3M |
| Charitable organizations | 7 | $47.2M |
| Corporations/business entities | 5 | $8.2M |
States served
AK, AZ, CA, CO, ID, IL, OR, UT, VA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD