RIA Intel›Advisers›Florida›RWF WEALTH MANAGEMENT LLC

RWF WEALTH MANAGEMENT LLC

Advisory

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in FL

#2,026

of 2,610 advisers by AUM

Average account

$353K

across 51 accounts

AUM per adviser

$18M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM

$18M

Discretionary %

77.8%

Clients

51

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$18M

Discretionary AUM$14M

Non-Discretionary AUM$4M

Discretionary %77.8%

Total Clients51

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

51 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

BRICKELL FINANCIAL GROUP LLC

MIAMI, FL

$18M

WORTHYNEST LLC

$18M

STEIN FINANCIAL LLC

DESTIN, FL

$18M

VANTAGE PRIVATE WEALTH, LLC

NAPLES, FL

$18M

HOMESTEAD FINANCIAL LLC

$18M

LULLA WEALTH FINANCIAL, LLC

VERO BEACH, FL

$18M

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