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April Rochelle Roberts

RWM CAPITAL, LLC·SUGAR LAND, Texas
Unclaimed Profile
1650 HIGHWAY 6, SUGAR LAND, TX 77478CRD# 5657855Firm CRD# 310635
01

About

April Rochelle Roberts is a registered financial advisor based in SUGAR LAND, Texas, affiliated with RWM CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RWM CAPITAL, LLC
RWM CAPITAL, LLC
AUM
$108M
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at RWM CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5657855
Firm CRD# 310635
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does April Rochelle Roberts offer?
April Rochelle Roberts specializes in Financial Planning, Investment Management. Contact their office in SUGAR LAND, Texas for a consultation.
What are April Rochelle Roberts's credentials?
April Rochelle Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is April Rochelle Roberts located?
April Rochelle Roberts is based in SUGAR LAND, Texas, working with RWM CAPITAL, LLC. Their office serves clients in the SUGAR LAND metropolitan area and surrounding communities.
How does April Rochelle Roberts charge for services?
April Rochelle Roberts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RWM CAPITAL, LLC?
RWM CAPITAL, LLC has approximately 27 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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Research
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