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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-19-2016
- Office Locations
- 1
Office Locations
About RSW Wealth Management
RSW Wealth Management is a Reno, NV financial planning and wealth management firm serving family stewards, financial-independence seekers, and wealth-protection minded investors. The team builds comprehensive plans covering tax, estate, and Social Security considerations and implements coordinated investment strategies. Public filings indicate portfolios emphasizing U.S. government bonds, public funds, and ETFs, with Charles Schwab as a primary custodian.
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Investment Themes
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Owner & Executives
RICHARD EUGENE WAIT
Advisor, Secretary, TREASURER
- CRD
- #5781906
- Ownership
- 50% but less than 75%
SCOTT TIMOTHY WAIT
Chief Compliance Officer, Partner, President
- CRD
- #5777083
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,018,049 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,018,049 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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