Wealth manager, independent · Eagle, ID
RW Investment Management LLC
SEC-registered investment adviser · CRD 282707 · SEC 801-107268
At a glance
RW Investment Management LLC is an SEC-registered investment adviser based in Eagle, Idaho, with $1.7B in regulatory assets under management as of its Form ADV filed March 11, 2026. It reports 758 individual clients, 417 of them high-net-worth, holding an average of about $2.0 million each, and 20 employees. That ranks it 633rd among the nation’s 5,657 independent wealth management RIAs and 4th of 35 in Idaho. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 208-333-1433investrw.comAs filed on Form ADV
- Regulatory AUM
- $1.7B
- Rank among independent wealth managers
- #633 of 5,657
- Rank among all SEC RIAs
- #3,940 of 17,210
- Rank in Idaho
- #4 of 35
- Individual clients
- 758
- High-net-worth clients
- 417
- Accounts
- 2,377
- Discretionary
- 99% of AUM
- Employees
- 20
- Advisory staff
- 12
- Offices
- 1
Owners and executives on its Form ADV
- Ryan C. WarwickManaging Member
- Melissa A. JenkinsMember & Chief Compliance Officer
- Michael J. FitzgeraldMember
- Bryan A. RundMember
Custody and brokerage
Broker-dealer
No broker-dealer ties
RW Investment Management LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 417 | $1.4B | 80% |
| Pension and profit sharing plans | 26 | $197M | 11% |
| Individuals | 341 | $100M | 6% |
| Charitable organizations | 7 | $47M | 3% |
| Corporations or other businesses | 5 | $8M | <1% |
Disciplinary disclosures
RW Investment Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗investrw.com ↗
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The full record on RW Investment Management LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 2,250 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Idaho
All of Idaho →| Firm | Regulatory AUM | Clients |
|---|---|---|
| The Caprock Group, LLCBoise | $12B | 420 |
| Venturi Private WealthBoise | $3.6B | 687 |
| Continuum Advisory, LLCEagle | $1.9B | 3,344 |
| Pinkerton Wealth PartnersCoeur D'alene | $1.4B | 1,233 |
| Aspen Capital Management, LLCBoise | $1.3B | 443 |
Background
Questions
How much does RW Investment Management LLC manage?
RW Investment Management LLC reports $1.7B in regulatory assets under management across 2,377 accounts, 99% of it on a discretionary basis, on its Form ADV filed March 11, 2026.
How many clients does RW Investment Management LLC have?
It reports 758 individual clients: 417 high-net-worth individuals and 341 other individuals. Individuals account for about 85% of its regulatory assets.
Where is RW Investment Management LLC headquartered?
Its main office is in Eagle, Idaho. It reports 1 office in total and 20 employees, 12 of whom perform investment advisory functions.
How does RW Investment Management LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does RW Investment Management LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 11, 2026, it reports these amounts held: Charles Schwab ($1.5B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is RW Investment Management LLC a hybrid RIA with a broker-dealer?
RW Investment Management LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is RW Investment Management LLC a fiduciary?
As an SEC-registered investment adviser, RW Investment Management LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is RW Investment Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →