Trace William Davis Tucker
Investment Adviser Representative at RW Investment Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Trace William Davis Tucker is an investment adviser representative with RW Investment Management LLC in Eagle, ID, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Idaho.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Idaho
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- StudentApr 2016 – May 2023Emmett, ID
- Premier Aggregates, LLCAug 2022 – May 2023Eagle, ID
- Famsworth Pool CompanyMay 2023 – Aug 2023Emmett, ID
- George Fox UniversityFeb 2024 – May 2024Newberg, OR
- Sherwin-WilliamsJun 2024 – Aug 2024Boise, ID
- Tamarack Grove EngineeringAug 2024 – Mar 2025Meridian, ID
- RW Investment Management, LLCApr 2025 – no end date reportedEagle, ID
- UnemployedSep 2023 – Jan 2024Newberg, OR
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About RW Investment Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.01125
- $0 to $999,999.991.13%
- $1,000,000 to $2,499,999.990.88%
- $2,500,000 to $4,999,999.990.75%
- $5,000,000 to $9,999,999.990.63%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive investment and wealth management including Investment Management, Liability Management, Non-Portfolio Risk Management, Estate Planning and Fiduciary Services, Private Wealth Management, Retirement Plan Management for Employers, and Institutional Money Management.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Eagle, ID
- SEC file number:
- 801-107268
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 11, 2026
View full firm profileOther advisors at RW Investment Management LLC
Showing 12 of 14 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Trace William Davis Tucker has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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