Wealth Manager
    SEC Registered
    Manages Private Funds

    Rw Investment Management LLC

    Registered investment advisor · Eagle, Idaho · CRD #282707

    Assets Under Management
    $1.7B
    Client Accounts
    2,377
    Employees
    20
    CRD Number
    282707
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Rw Investment Management LLC

    RW Investment Management is a Registered Investment Adviser based in Boise, Idaho, offering comprehensive financial planning and investment management services since 2014. It focuses on investment, liability, risk, and estate planning for families and non-profits. The firm employs Certified Financial Planner™ and Chartered Financial Analyst® professionals.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Rw Investment Management LLC

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    Frequently Asked Questions

    What is Rw Investment Management LLC's AUM?

    Rw Investment Management LLC reports approximately $1.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Rw Investment Management LLC headquartered?

    Rw Investment Management LLC is headquartered in Eagle, Idaho.

    What is Rw Investment Management LLC's CRD number?

    Rw Investment Management LLC's CRD number is 282707. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Rw Investment Management LLC manage?

    Rw Investment Management LLC manages approximately 2,377 client accounts according to its latest SEC filing.

    Is Rw Investment Management LLC SEC registered?

    Yes, Rw Investment Management LLC is registered with the SEC as an investment adviser with an approved registration status.

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