R
$18.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
7 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-02-2019
- Office Locations
- 1
Office Locations
5827 Cove Circle Naples FL
About RWF Wealth Management LLC
RWF Wealth Management LLC is a Naples-based RIA. The firm has been operating for 7 years. Managing $18.0M in total assets under management, with 1 advisory representatives. They custody assets with SEI.
Team overview
-- AVG AGE
$18.0M AVG AUM / ADVISOR
$352.9K AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT WILLIAM FRAILEY
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2924243
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000,000 | -- |
| Non-Discretionary | $4,000,000 | -- |
| Total | $18,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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