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RWM CAPITAL, LLC
CRD 310635 · SEC 801-119513
1650 HIGHWAY 6, SUITE 250, SUGAR LAND, TX, 77478, United States
Phone
832-981-7000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$222.4M
Discretionary AUM
$222.4M
Team
63 total employees; 21 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1245 | $146.2M |
| High net worth individuals | 192 | $71.9M |
| Corporations/business entities | 2 | $4.3M |
States served
AL, IN, LA, MS, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD