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RW INVESTMENT MANAGEMENT LLC

EAGLE, ID · CRD 282707 · IAPD ↗ · investrw.com · 208-333-1433

$1.73BRegulatory AUM
12Advisory reps
20Employees
1Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — RW INVESTMENT MANAGEMENT LLC notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — RW INVESTMENT MANAGEMENT LLC shrank from 15 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2025 — RW INVESTMENT MANAGEMENT LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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