RWM CAPITAL, LLC

SUGAR LAND, Texas·4 registered advisors·CRD# 310635
SEC# 801-1195137832-981-7000
01

Firm Overview

AUM
$108M
Regulatory assets under management
Employees
27
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RWM CAPITAL, LLC

4 registered advisors
April Rochelle Roberts
SUGAR LAND, Texas
Liza Mae Espiritu
SUGAR LAND, Texas
Paul Edward Roberts
SUGAR LAND, Texas
Paul Edward Roberts
SUGAR LAND, Texas
05

Office Locations

SUGAR LAND, Texas
4 advisors

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Data sourced from SEC Form ADV filings. RWM CAPITAL, LLC (CRD# 310635) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.