R
$9.2M Total AUM
$9.2M Disc. AUM
-- 3Y CAGR
2 Employees
25 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2025
- Office Locations
- 2
Office Locations
-- Durango CO
-- Westwood MA
About RMW Wealth Management, LLC
RMW Wealth Management, LLC is a Westwood-based RIA with 2 offices. The firm has been operating for 0 years. Managing $9.2M in total assets under management, with 2 advisory representatives. They custody assets with SEI.
Team overview
52 AVG AGE
$4.6M AVG AUM / ADVISOR
$367.4K AVG AUM / CLIENT
0.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JOSHUA AARON GOULD
Chief Compliance Officer
- CRD
- #5876027
- Ownership
- Less than 5%
Available
Available
Available
J
Jordan Jeffrey Green
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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BRADLEY ALLEN TAFOYA
Owner, President
- CRD
- #4376709
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,185,857 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,185,857 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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