# RWR Investments LLC

> RWR Investments LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 7, 2026.

- CRD: 157966
- Filed as: RWR INVESTMENTS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: May 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157966
- AdvisorCensus page: https://advisorcensus.com/firm/rwr-investments-llc-dallas-tx-157966

## Quick answers

**How is RWR Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), RWR Investments LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is RWR Investments LLC located?**
RWR Investments LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is RWR Investments LLC registered with the SEC or a state?**
RWR Investments LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 157966.

**How much does RWR Investments LLC manage?**
RWR Investments LLC reports $170,892,730 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (100% discretionary).

**What types of clients does RWR Investments LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does RWR Investments LLC use?**
RWR Investments LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets.

**Does RWR Investments LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157966

**What changed in RWR Investments LLC's recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $170,892,730
- Discretionary: $170,892,730
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 8 | $160,342,730 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $10,550,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rwrinvestments.com
- LinkedIn @90697262

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RWR Investments LLC (CRD 157966): Form ADV filing data as of October 2026.