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- Custodian
- Betterment · Charles Schwab & Company · RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between May 16, 2025 and March 11, 2026, reported AUM increased 17.7%, from $1.5B to $1.7B.
Across 5 reported observations, AUM increased 27.7% between October 21, 2022 and March 11, 2026, from $1.4B to $1.7B.
Of the latest reported AUM, 98.6% is discretionary and 1.4% is non-discretionary.
The firm reports 12 advisory representatives and 797 clients, or 66.4 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 2 reported office locations and 10 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
Unlock allContacts
Kaitlyn Kanaiwakumamakolu Fajardo
Advisor
- CRD
- #7980760
ROBERT HARLEY FLAGLER
Associate Advisor
- CRD
- #6445633
Showing 2 of 14 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
SMA allocation detail is available
RW Investment Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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RW Investment Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.