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RWR INVESTMENTS LLC
CRD 157966 · SEC 801-136167
3131 TURTLE CREEK BLVD, SUITE 301, DALLAS, TX, 75219, United States
Phone
214.308.1970
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$170.9M
Discretionary AUM
$170.9M
Team
4 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 8 | $160.3M |
| Pooled investment vehicles | 1 | $10.6M |
All web addresses on file
Official SEC filing: View on IAPD