# RWC Wealth Management, Inc.

> RWC Wealth Management, Inc. is a state-registered investment advisory firm in Montgomery, AL, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 165217
- Filed as: RWC WEALTH MANAGEMENT, INC.
- Legal name: Richard K. E. Akinyemi
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Montgomery, AL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165217
- AdvisorCensus page: https://advisorcensus.com/firm/rwc-wealth-management-inc-montgomery-al-165217

## Quick answers

**How is RWC Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), RWC Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is RWC Wealth Management, Inc. located?**
RWC Wealth Management, Inc.'s principal office is in Montgomery, AL, according to its Form ADV.

**Is RWC Wealth Management, Inc. registered with the SEC or a state?**
RWC Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 165217.

**How much does RWC Wealth Management, Inc. manage?**
RWC Wealth Management, Inc. reports $2,568,073 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**What types of clients does RWC Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32).

**Does RWC Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165217

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,568,073
- Discretionary: $0
- Non-discretionary: $2,568,073

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $2,568,073 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rwcwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RWC Wealth Management, Inc. (CRD 165217): Form ADV filing data as of October 2026.