# RWM Capital

RWM Capital is a Bank / Wealth / Trust based in Sugar Land, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Sugar Land, United States
- **Region:** North America
- **Address:** Biloxi, MS, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** robertswealth.com
- **LinkedIn:** https://www.linkedin.com/company/robertswealthmgt

## Regulatory record

- **CRD number:** 310635
- **SEC file number:** 801-119513
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310635

## About

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.

## Sectors

- Real Estate
- Private Credit

## Offices

- Sugar Land, TX
- The Woodlands, TX
- Katy, TX
- Mandeville, LA
- Mobile, AL
- Daphne, AL
- Pensacola, FL

## People

- Paul Roberts III — Founder

## 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.

## Related profiles

- [RWE Group Pension](https://altss.com/profile/rwe-group-pension)
- [RWM Capital](https://altss.com/profile/rwm-capital-asset-management)

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Last updated: 2026-06-03T20:00:00.000Z

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