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Paul Edward Roberts

RWM CAPITAL, LLC·SUGAR LAND, Texas
Clean recordRWM CAPITAL, LLC
1650 HIGHWAY 6, SUGAR LAND, TX 77478CRD# 6776722Firm CRD# 310635

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Edward Roberts · SUGAR LAND, TX
Registration
CRD #6776722 · RWM CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Edward 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
Introduction

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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# 6776722
Firm CRD# 310635
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

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

April Rochelle Roberts
SUGAR LAND, TX
Liza Mae Espiritu
SUGAR LAND, TX
Paul Edward Roberts
SUGAR LAND, TX

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Research
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