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- Custodian
- Betterment · Charles Schwab & Company · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-22-2016
- Office Locations
- 2
Office Locations
About RW Investment Management LLC
RW Investment Management is a fiduciary advisory firm providing comprehensive financial planning and investment management across its Real Wealth framework: investment, liability, non-portfolio risk, and estate planning/fiduciary services. Serves private wealth clients, employers' retirement plans, and institutions such as endowments and foundations. Notable for meaningful women leadership/ownership and planning through life transitions.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RYAN CHRISTOPHER WARWICK
Managing Member, Wealth Advisor
- CRD
- #2974298
- Ownership
- 50% but less than 75%
MELISSA ANN JENKINS
Chief Compliance Officer, Wealth Advisor
- CRD
- #5421608
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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Caitlin Alynn Brown
Wealth Advisor
- CRD
- #7473097
Kaitlyn Kanaiwakumamakolu Fajardo
Advisor
- CRD
- #7980760
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,707,455,557 | $718,929 |
| Non-Discretionary | $24,243,831 | $12,121,916 |
| Total | $1,731,699,388 | $728,523 |
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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 |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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