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RSW WEALTH MANAGEMENT
RSW, CHTD.
CRD 284240
6566 S. MCCARRAN BLVD, SUITE A, RENO, NV, 89509, United States
Phone
775-825-7637
Fax
775-825-7745
Registration
— (—)
Source
State registered
Total AUM
$51.0M
Discretionary AUM
$51.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $7.3M |
| High net worth individuals | 12 | $32.4M |
| Pension/profit sharing plans | 1 | $4.0M |
| Charitable organizations | 1 | $7.3M |
All web addresses on file
Official SEC filing: View on IAPD