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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.
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. It has 63 employees and 21 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
AUM
Undisclosed
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.
Is Roberts Wealth Management affiliated with a broker-dealer or parent company?
No. The firm describes itself as 'truly independent' with 'zero conflicts of interest,' suggesting it operates without broker-dealer affiliation. No parent entity, private-equity backer, or corporate partner is disclosed anywhere on its website.
How does Roberts Wealth Management charge for its services?
The firm does not publish a fee schedule online. As an independent RIA, it likely charges an asset-based advisory fee or a flat retainer, consistent with its income-planning focus. Its independence implies no commission grid, but specific fee structures would require direct inquiry.
What investment products does Roberts Wealth Management use?
The firm references 'goal-aligned investment strategies' and structured accounts but does not name proprietary funds, model portfolios, or third-party managers on its website. The portfolio construction process appears to be custom, with an emphasis on retirement income and tax efficiency.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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