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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-26-2010
- Office Locations
- 1
Office Locations
About RWW Investment Advisors Inc.
RWW Investment Advisors (RWW Financial Consulting) is a Portland, OR independent, fee-only fiduciary practice led by CFP® Richard Whitton (CPA, MBA, ChFC). The firm provides comprehensive financial planning—budgeting/debt, retirement transitions, tax and estate planning—alongside ongoing portfolio management and second-opinion reviews for individuals and families. Service options include AUM, retainer-style, or hourly engagements; custody includes Schwab.
Team overview
Insights
Custodian
Investment Themes
Services
Owner & Executives
RICHARD WILSON WHITTON
Broker Associate
- CRD
- #2562394
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,708,493 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,708,493 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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