RW Investment Management LLC

Overview

RW Investment Management LLC is an SEC registered investment adviser based in Eagle, ID, registered since 2016. It reports $1.7B in assets under management across 2,377 accounts, with 20 employees. It has 13 investment adviser representatives.

Reported AUM

$1.7B

Discretionary

99%

Accounts

2,377

Average account

$729K

Employees

20

Advisory reps

13

Registered since

2016

Jurisdictions

11

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Ryan Christopher Warwick Managing Member CRD 2974298
• Melissa Ann Jenkins Member, Chief Compliance Officer CRD 5421608
• Bryan Alexander Rund Member CRD 6172037

1 more executive officer, with direct contact details

Advisory reps 3 of 13

• Kaitlyn Kanaiwakumamakolu Fajardo Investment Adviser Rep CRD 7980760
• Michael James Fitzgerald Investment Adviser Rep CRD 5386627
• Robert Harley Flagler Investment Adviser Rep CRD 6445633

10 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1028 S Bridgeway Pl Ste 200
Eagle, ID 83616

County

Ada

Metro area

Boise City, ID

Region

West

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: investrw.com

Every state, with registration dates

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