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RWM Capital
RWM Capital is an SEC-registered investment adviser in Sugar Land, TX, registered since 2020. The firm manages approximately $222 million in regulatory assets.
Overview
RWM Capital is an SEC-registered investment adviser in Sugar Land, TX, registered since 2020. The firm manages approximately $222 million in regulatory assets. It has 63 employees and 21 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
Location
Region
North America
Country
United States
City
Sugar Land
Corporate office
Biloxi, MS, United States
Additional offices
Sugar Land, TX · The Woodlands, TX · Katy, TX · Mandeville, LA · Mobile, AL · Daphne, AL · Pensacola, FL
Principals
Paul Roberts III
Founder
Sector focus
Frequently asked questions
Who makes investment decisions at Roberts Wealth Management?
Paul Roberts III founded the firm and serves as its principal. The website lists him as the key contact for professional insights, and client materials reference a team of certified advisors operating under his leadership. The firm does not publish an investment committee roster or name a separate CIO.
Where does Roberts Wealth Management operate?
The firm maintains eight physical offices along the Gulf Coast: Sugar Land, The Woodlands, and Katy in Texas; Mandeville in Louisiana; Biloxi in Mississippi; Mobile and Daphne in Alabama; and Pensacola in Florida. This regional concentration is central to its service model.
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