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RWR INVESTMENTS LLC

DALLAS, TX · CRD 157966 · IAPD ↗ · 214.308.1970

$170.9MRegulatory AUM
1Advisory reps
4Employees
0Clients
1-10Planning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — RWR INVESTMENTS LLC (DALLAS, TX) is newly SEC-registered with $170.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.