AdvisorOS Directory
Claim Profile
PR

Paul Edward Roberts

RWM CAPITAL, LLC·SUGAR LAND, Texas
Unclaimed Profile
1650 HIGHWAY 6, SUGAR LAND, TX 77478CRD# 6776722Firm CRD# 310635
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SUGAR LAND?

Browse all registered financial advisors in SUGAR LAND, Texas or claim this profile if it's yours.

Browse SUGAR LAND AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SUGAR LAND
William Orsen Jameson — WJ INTERESTS, LLCJared William Jameson — WJ INTERESTS, LLCMichael Dennis Mulcahy — KINGS PATH PARTNERS LLCMark Dixon Snelling — SWEETWATER FINANCIAL ADVISORS, LLCChung Wu — CHUNG WU INVESTMENT GROUP, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile