RW INVESTMENT MANAGEMENT LLC
CRD #282707 SEC #801-107268 EAGLE, ID 208-333-1433
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
19
Clients
10
Accounts
2,344
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $1.5B | $1.5B | $18.9M | 19 | 2 |
| Mar 2025 | $1.5B | $1.5B | $18.9M | 19 | 2 |
| Nov 2024 | $1.4B | $1.4B | $19.3M | 19 | 0 |
| May 2024 | $1.4B | $1.4B | $19.3M | 19 | 0 |
| Apr 2024 | $1.4B | $1.4B | $19.3M | 19 | 0 |
| Mar 2024 | $1.4B | $1.4B | $19.3M | 19 | 0 |
| Aug 2023 | $1.2B | $886.9M | $267.9M | 17 | 0 |
| Jun 2023 | $1.2B | $886.9M | $267.9M | 17 | 0 |
| Feb 2023 | $1.2B | $886.9M | $267.9M | 17 | 0 |
| Oct 2022 | $1.4B | $1.1B | $247.8M | 13 | 0 |
| Mar 2022 | $1.4B | $1.1B | $247.8M | 13 | 0 |
| Mar 2022 | $1.4B | $1.1B | $247.8M | 13 | 0 |
| Mar 2022 | $1.4B | $1.1B | $247.8M | 13 | 0 |
| Mar 2021 | $1.2B | $1.2B | $85.4M | 10 | 0 |
| Jun 2020 | $663.9M | $578.2M | $85.6M | 16 | 0 |
| Jan 2020 | $663.9M | $578.2M | $85.6M | 16 | 0 |
| Jan 2020 | $637.9M | $558.7M | $79.2M | 7 | 0 |
| Jan 2019 | $637.9M | $558.7M | $79.2M | 7 | 0 |
| Feb 2018 | $664.9M | $591M | $73.9M | 9 | 0 |
| Nov 2017 | $599.8M | $506.3M | $93.5M | 8 | 5 |
| Oct 2017 | $599.8M | $506.3M | $93.5M | 8 | 5 |
| Feb 2017 | $543.1M | $443.4M | $99.7M | 8 | 500 |
| Feb 2016 | $464.4M | $383.2M | $81.3M | 6 | 500 |
DateMay 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$18.9M
Employees19
Clients2
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$18.9M
Employees19
Clients2
DateNov 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$19.3M
Employees19
Clients0
DateMay 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$19.3M
Employees19
Clients0
DateApr 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$19.3M
Employees19
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$19.3M
Employees19
Clients0
DateAug 2023
Total AUM$1.2B
Discretionary$886.9M
Non-Disc.$267.9M
Employees17
Clients0
DateJun 2023
Total AUM$1.2B
Discretionary$886.9M
Non-Disc.$267.9M
Employees17
Clients0
DateFeb 2023
Total AUM$1.2B
Discretionary$886.9M
Non-Disc.$267.9M
Employees17
Clients0
DateOct 2022
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$247.8M
Employees13
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$247.8M
Employees13
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$247.8M
Employees13
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$247.8M
Employees13
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$85.4M
Employees10
Clients0
DateJun 2020
Total AUM$663.9M
Discretionary$578.2M
Non-Disc.$85.6M
Employees16
Clients0
DateJan 2020
Total AUM$663.9M
Discretionary$578.2M
Non-Disc.$85.6M
Employees16
Clients0
DateJan 2020
Total AUM$637.9M
Discretionary$558.7M
Non-Disc.$79.2M
Employees7
Clients0
DateJan 2019
Total AUM$637.9M
Discretionary$558.7M
Non-Disc.$79.2M
Employees7
Clients0
DateFeb 2018
Total AUM$664.9M
Discretionary$591M
Non-Disc.$73.9M
Employees9
Clients0
DateNov 2017
Total AUM$599.8M
Discretionary$506.3M
Non-Disc.$93.5M
Employees8
Clients5
DateOct 2017
Total AUM$599.8M
Discretionary$506.3M
Non-Disc.$93.5M
Employees8
Clients5
DateFeb 2017
Total AUM$543.1M
Discretionary$443.4M
Non-Disc.$99.7M
Employees8
Clients500
DateFeb 2016
Total AUM$464.4M
Discretionary$383.2M
Non-Disc.$81.3M
Employees6
Clients500