Adviser Profile
| As of Date | 05/15/2026 |
| Registration status | Registration Changed to RWR INVESTMENTS LLC |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 170,892,730 139% |
| of that, discretionary | 170,892,730 139% |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 -67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 18,988,081 113% |
| % High Net Worth | 88.89% 522% |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
Client Types
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
1
1
1
1