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- Custodian
- RBC
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-26-2012
- Office Locations
- 1
Office Locations
About Riwm, LLC
RIWM, LLC is an independent Miami-area wealth management firm providing comprehensive financial planning and consultative portfolio management for affluent families, corporate executives, institutions, and business owners. The team emphasizes lower-volatility, absolute-return oriented strategies and personalized, relationship-driven advice, with experience supporting multi-custodial and multi-currency platforms.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ARTURO JESUS RODRIGUEZ DIAZ
Chief Executive Officer
- CRD
- #1301783
- Ownership
- 75% or more
ARTURO GABRIEL RODRIGUEZ
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5593290
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOSE EDUARDO TORRES MARTINEZ
Service Advisor
- CRD
- #3193555
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $59,000,000 | -- |
| Total | $59,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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