$35.4M Total AUM
$35.4M Disc. AUM
-- 3Y CAGR
4 Employees
213 ADV. Clients
22 yrs Firm Age
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- Custodian
- Altruist ยท SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-24-2004
- Office Locations
- 4
Office Locations
17 East Main Street NEW Bloomfield PA
-- NEW Bloomfield PA
-- Newport PA
About RWM Asset Management, LLC
RWM Asset Management, LLC is a NEW Bloomfield-based RIA with 4 offices. The firm has been operating for 22 years. Managing $35.4M in total assets under management, with 4 advisory representatives. They custody assets with Altruist and SSG.
Team overview
47 AVG AGE
$8.9M AVG AUM / ADVISOR
$166.2K AVG AUM / CLIENT
11.4 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
22yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
R
ROBERT WILSON MORRIS III
Chief Compliance Officer, Managing Member, President
- CRD
- #4396938
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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R
ROBERT WILSON MORRIS II
President
- CRD
- #2942981
Available
Available
Available
K
Kyle Nickler
--
- CRD
- #8143152
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,401,896 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,401,896 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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