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- Custodian
- Interactive Brokers ยท Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-03-2012
- Office Locations
- 1
Office Locations
About RWC Wealth Management, Inc.
RWC Wealth Management, Inc. is a Montgomery, AL registered investment adviser focused on retirement-oriented financial planning, including long-term care planning, alongside investment planning and portfolio construction that leans on ETFs. The firm also offers insurance solutions (e.g., annuities and life/long-term care coverage) through affiliated representatives. Securities are cleared through Interactive Brokers and/or Shareholders Service Group, and the adviser is available for keynote/business speaking engagements.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD K.E. AKINYEMI
Financial Planner, MANAGING DIRECTOR, President
- CRD
- #3112963
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,568,073 | -- |
| Total | $2,568,073 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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