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Liza Mae Espiritu

RWM CAPITAL, LLC·SUGAR LAND, Texas
SIE, Series 6Clean recordRWM CAPITAL, LLC
1650 HIGHWAY 6, SUGAR LAND, TX 77478CRD# 6593089Firm CRD# 310635

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Liza Mae Espiritu · SUGAR LAND, TX
Registration
CRD #6593089 · RWM CAPITAL, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
RWM CAPITAL, LLC
CRD 310635 · SEC 801-119513
AUM
$108M
Regulatory assets under management
Employees
27
1,585 client accounts
Services offered by RWM CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RWM CAPITAL, LLC →
Introduction

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Frequently Asked Questions

What services does Liza Mae Espiritu offer?
Liza Mae Espiritu specializes in Financial Planning, Investment Management. Contact their office in SUGAR LAND, Texas for a consultation.
What are Liza Mae Espiritu's credentials?
Liza Mae Espiritu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Liza Mae Espiritu located?
Liza Mae Espiritu 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 Liza Mae Espiritu charge for services?
Liza Mae Espiritu'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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Other Advisors at RWM CAPITAL, LLC

Paul Edward Roberts
SUGAR LAND, TX
April Rochelle Roberts
SUGAR LAND, TX
Paul Edward Roberts
SUGAR LAND, TX

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