RIA Intel›Advisers›Pennsylvania›RWM ASSET MANAGEMENT, LLC

RWM ASSET MANAGEMENT, LLC

Advisory

NEW BLOOMFIELD, PA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in PA

#1,123

of 1,528 advisers by AUM

Average account

$107K

across 332 accounts

AUM per adviser

$9M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$35M

Discretionary AUM$35M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients213

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

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

213 clients

8 high-net-worth

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

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