RW INVESTMENT MANAGEMENT LLC
SEC RegisteredWe move mountains to create joy for our clients – building, managing, and protecting their wealth through life's transitions, planned and unplanned
About the firm
R|W Investment Management is a financial planning and investment management firm headquartered in Eagle, Idaho and serving families nationwide. The firm's advisors hold the Certified Financial Planner™ designation and the Chartered Financial Analyst® charter, and the firm operates as a fiduciary, providing independent, objective, and unbiased advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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.
Who they serve
Individuals and families seeking private wealth management, employers seeking retirement plan management for employees, and institutional clients including endowments, foundations, and charitable institutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 341 | $100M |
| High Net Worth Individuals | 417 | $1.4B |
| Charitable Organizations | 26 | $197M |
| State/Municipal Entities | 7 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $999,999.99 | 1.13% |
| $1,000,000 to $2,499,999.99 | 0.88% |
| $2,500,000 to $4,999,999.99 | 0.75% |
| $5,000,000 to $9,999,999.99 | 0.63% |
| $10,000,000 to $24,999,999.99 | 0.50% |
| Over $25,000,000 | — |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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. RW INVESTMENT MANAGEMENT LLC 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 the SEC or FINRA websites before making any decision.