Rwc Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,568,073
Total clients
32
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
32
Average account size
$80,252
About
RWC Wealth Management provides investment supervisory services and financial planning to individuals—including high‑net‑worth clients—and to corporate entities such as pension and profit‑sharing plans. Services described in the brochure include individualized Investment Policy Statements, ongoing portfolio monitoring, financial plans, and corporate consultations.
The firm documents client goals and risk tolerance in an IPS and conducts at least annual reviews, using a mix of charting, fundamental, technical and cyclical analysis and a range of strategies (long‑ and short‑term trading, options, margin, etc.). RWC operates on a primarily non‑discretionary basis: trades are executed only after consulting with the client, while planning and consultation engagements are provided on a fee basis.
Distinctive features relative to many peers include explicit work with pension/profit‑sharing plans and higher‑level corporate consultations, facilitation of precious‑metals purchases through a dedicated custodian relationship, and acceptance of cryptocurrency as a payment method for planning and consultation fees. The brochure also notes the firm’s use of less common investment vehicles (private placements, hedge funds, REITs) and plans to produce written materials, which together broaden its service mix beyond standard retail portfolio management.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Options & derivatives strategies
Private / alternative investments
Real estate investing
Fee options
Financial Planning Fixed Fees between $2,500 and $50,000
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.85% $10,000,001+: 0.50%
$250 to $750 per hour for individual clients; $4,999 to $14,999 for corporate consultations
Account minimum: $50,000 Fee-only: Financial Planning Fixed Fees between $2,500 and $50,000; Hourly Fees between $250 and $750 (individual clients), $4,999 to $14,999 (corporate consultations)
Main office location
Rwc Wealth Management, Inc.
4758 Woodmere Blvd, Suite F 2160
Montgomery AL 36106, United States
Number of offices
1
Most active in
Rwc Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Alabama
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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