A complete list of active advisors currently associated with RWM Asset Management, LLC

Warmer can help you find a great advisor at RWM Asset Management, LLC or one who fits your needs even better.

RWM Asset Management, LLC provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients; as of February 23, 2025 the firm reported managing approximately $35.4 million across about 213 client accounts and generally requires a $100,000 minimum that it may waive in certain circumstances. Financial planning is offered as a distinct service and is provided complimentary to clients who engage the firm for portfolio management. The firm uses tailored discretionary strategies and model portfolios, combining methods such as fundamental and cyclical analysis with modern portfolio theory, and invests in equities, mutual funds, money market funds, and non‑leveraged ETFs. RWM participates in the Altruist Model Marketplace and uses third‑party and custom model portfolios and tax‑management tools while retaining responsibility for suitability and trade execution. RWM is affiliated with an accounting firm and discloses that it may recommend that clients use the affiliate’s tax and accounting services, noting the potential conflict of interest and related disclosures in its brochure; several advisory personnel also have roles providing tax/accounting services. The firm’s brochure also discloses a 2019 consent order concerning leveraged/inverse ETPs and states it has discontinued investing client assets in inverse/leveraged ETPs pending appropriate compliance procedures, which may be relevant to prospective clients reviewing its compliance history.

To learn more about the advisors currently working at RWM Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.