RW INVESTMENT MANAGEMENT LLC

CRD #282707 SEC #801-107268 EAGLE, ID 208-333-1433

SEC Registered

Total AUM

$1.5B

Discretionary

$1.5B

Employees

Clients

Accounts

2,344

Firm Details

Organization Type: Limited Liability Company
State of Formation: Idaho
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 16, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
FITZGERALD, MICHAEL, JAMES	I	MEMBER	NA
FITZGERALD, MICHAEL, JAMES	I	MEMBER	NA
FITZGERALD, MICHAEL, JAMES	I	MEMBER	NA
FITZGERALD, MICHAEL, JAMES	I	MEMBER	NA
RUND, BRYAN, ALEXANDER	I	MEMBER	NA
RUND, BRYAN, ALEXANDER	I	MEMBER	NA
RUND, BRYAN, ALEXANDER	I	MEMBER	NA
RUND, BRYAN, ALEXANDER	I	MEMBER	NA
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER	D	Control
WARWICK, RYAN, CHRISTOPHER	I	MANAGING MEMBER	D	Control
RALEIGH ANN VACHEK, LLC	DE	MEMBER	C
RALEIGH ANN VACHEK, LLC	DE	MEMBER	C
RALEIGH ANN VACHEK, LLC	DE	MEMBER	C
RALEIGH ANN VACHEK, LLC	DE	MANAGING MEMBER	C
RALEIGH ANN VACHEK, LLC	DE	MEMBER	C
RALEIGH ANN VACHEK, LLC	DE	MEMBER	C
RALEIGH ANN VACHEK, LLC	DE	MANAGING MEMBER	C
RALEIGH ANN VACHEK, LLC	DE	MANAGING MEMBER	C
RALEIGH ANN VACHEK, LLC	DE	MANAGING MEMBER	C
RALEIGH ANN VACHEK, LLC	DE	MANAGING MEMBER	C
RALEIGH ANN VACHEK, LLC	DE	MANAGING MEMBER	C
WARREN, BENJAMIN, CARL	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
WARREN, BENJAMIN, CARL	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
WARREN, BENJAMIN, CARL	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
WARREN, BENJAMIN, CARL	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
WARREN, BENJAMIN, CARL	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
KALJ, LLC	DE	MEMBER	B
KALJ, LLC	DE	MEMBER	B
KALJ, LLC	DE	MEMBER	B
KALJ, LLC	DE	MEMBER	B
KIMBERLY L. JAQUES, LLC	DE	MANAGING MEMBER	B
KIMBERLY L. JAQUES, LLC	DE	MEMBER	B
KIMBERLY L. JAQUES, LLC	DE	MANAGING MEMBER	B
KIMBERLY L. JAQUES, LLC	DE	MANAGING MEMBER	B
KIMBERLY L. JAQUES, LLC	DE	MANAGING MEMBER	B
KIMBERLY L. JAQUES, LLC	DE	MANAGING MEMBER	B
KIMBERLY L. JAQUES, LLC	DE	MANAGING MEMBER	B
KIMBERLY L. JAQUES, LLC	DE	MANAGING MEMBER	B
KIMBERLY L. JAQUES, LLC	DE	MANAGING MEMBER	B
KIMBERLY L. JAQUES, LLC	DE	MANAGING MEMBER	B
KIMBERLY L. JAQUES, LLC	DE	MANAGING MEMBER	B
KIMBERLY L. JAQUES, LLC	DE	MANAGING MEMBER	B
RALEIGH ANN VACHEK, LLC	DE	MEMBER	B
RALEIGH ANN VACHEK, LLC	DE	MEMBER	B
RALEIGH ANN VACHEK, LLC	DE	MANAGING MEMBER	B
RALEIGH ANN VACHEK, LLC	DE	MANAGING MEMBER	B
RALEIGH ANN VACHEK, LLC	DE	MANAGING MEMBER	B
RALEIGH ANN VACHEK, LLC	DE	MANAGING MEMBER	B
RALEIGH ANN VACHEK, LLC	DE	MANAGING MEMBER	B
RAMSTAD, BROOKE, ANN	I	MANAGING MEMBER	B
RAMSTAD, BROOKE, ANN	I	MANAGING MEMBER	B
RAMSTAD, BROOKE, ANN	I	MANAGING MEMBER	B
RAMSTAD, BROOKE, ANN	I	MANAGING MEMBER	B
RAMSTAD, BROOKE, ANN	I	MANAGING MEMBER	B
RAMSTAD, BROOKE, ANN	I	MANAGING MEMBER	B
JENKINS, MELISSA, ANN	I	MEMBER	A
JENKINS, MELISSA, ANN	I	MEMBER & CHIEF COMPLIANCE OFFICER	A
JENKINS, MELISSA, ANN	I	MEMBER & CHIEF COMPLIANCE OFFICER	A
JENKINS, MELISSA, ANN	I	MEMBER & CHIEF COMPLIANCE OFFICER	A
JENKINS, MELISSA, ANN	I	MEMBER & CHIEF COMPLIANCE OFFICER	A
JENKINS, MELISSA, ANN	I	MEMBER & CHIEF COMPLIANCE OFFICER	A
JENKINS, MELISSA, ANN	I	MEMBER & CHIEF COMPLIANCE OFFICER	A
JENKINS, MELISSA, ANN	I	MEMBER & CHIEF COMPLIANCE OFFICER	A
JENKINS, MELISSA, ANN	I	MEMBER & CHIEF COMPLIANCE OFFICER	A
JENKINS, MELISSA, ANN	I	MEMBER & CHIEF COMPLIANCE OFFICER	A
JENKINS, MELISSA, ANN	I	MEMBER & CHIEF COMPLIANCE OFFICER	A
JENKINS, MELISSA, ANN	I	MEMBER & CHIEF COMPLIANCE OFFICER	A
JENKINS, MELISSA, ANN	I	MEMBER & CHIEF COMPLIANCE OFFICER	A
JENKINS, MELISSA, ANN	I	MEMBER & CHIEF COMPLIANCE OFFICER	A
KALJ, LLC	DE	MEMBER	A
KALJ, LLC	DE	MEMBER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
JAQUES, KIMBERLY, LAMBERT	I	KALJ, LLC	E	Control
JAQUES, KIMBERLY, LAMBERT	I	KALJ, LLC	E	Control
JAQUES, KIMBERLY, LAMBERT	I	KALJ, LLC	E	Control
JAQUES, KIMBERLY, LAMBERT	I	KALJ, LLC	E	Control
JAQUES, KIMBERLY, LAMBERT	I	KALJ, LLC	E	Control
JAQUES, KIMBERLY, LAMBERT	I	KIMBERLY L. JAQUES, LLC	E	Control
JAQUES, KIMBERLY, LAMBERT	I	KALJ, LLC	E	Control
JAQUES, KIMBERLY, LAMBERT	I	KIMBERLY L. JAQUES, LLC	E	Control
JAQUES, KIMBERLY, LAMBERT	I	KIMBERLY L. JAQUES, LLC	E	Control
JAQUES, KIMBERLY, LAMBERT	I	KIMBERLY L. JAQUES, LLC	E	Control
JAQUES, KIMBERLY, LAMBERT	I	KIMBERLY L. JAQUES, LLC	E	Control
JAQUES, KIMBERLY, LAMBERT	I	KIMBERLY L. JAQUES, LLC	E	Control
JAQUES, KIMBERLY, LAMBERT	I	KIMBERLY L. JAQUES, LLC	E	Control
JAQUES, KIMBERLY, LAMBERT	I	KIMBERLY L. JAQUES, LLC	E	Control
JAQUES, KIMBERLY, LAMBERT	I	KIMBERLY L. JAQUES, LLC	E	Control
JAQUES, KIMBERLY, LAMBERT	I	KIMBERLY L. JAQUES, LLC	E	Control
VACHEK, RALEIGH, ANN	I	RALEIGH ANN VACHEK, LLC	E	Control
VACHEK, RALEIGH, ANN	I	RALEIGH ANN VACHEK, LLC	E	Control
VACHEK, RALEIGH, ANN	I	RALEIGH ANN VACHEK, LLC	E	Control
VACHEK, RALEIGH, ANN	I	RALEIGH ANN VACHEK, LLC	E	Control
VACHEK, RALEIGH, ANN	I	RALEIGH ANN VACHEK, LLC	E	Control
VACHEK, RALEIGH, ANN	I	RALEIGH ANN VACHEK, LLC	E	Control
VACHEK, RALEIGH, ANN	I	RALEIGH ANN VACHEK, LLC	E	Control
VACHEK, RALEIGH, ANN	I	RALEIGH ANN VACHEK, LLC	E	Control
VACHEK, RALEIGH, ANN	I	RALEIGH ANN VACHEK, LLC	E	Control
VACHEK, RALEIGH, ANN	I	RALEIGH ANN VACHEK, LLC	E	Control
VACHEK, RALEIGH, ANN	I	RALEIGH ANN VACHEK, LLC	E	Control
VACHEK, RALEIGH, ANN	I	RALEIGH ANN VACHEK, LLC	E	Control
VACHEK, RALEIGH, ANN	I	RALEIGH ANN VACHEK, LLC	E	Control
VACHEK, RALEIGH, ANN	I	RALEIGH ANN VACHEK, LLC	E	Control
VACHEK, RALEIGH, ANN	I	RALEIGH ANN VACHEK, LLC	E	Control
VACHEK, RALEIGH, ANN	I	RALEIGH ANN VACHEK, LLC	E	Control

Registrations

Federal

May 16, 2025 REGISTERED

Notice Filings (11)

AZ CA CO HI ID IL OR TX UT VA WA

Address

1028 S. BRIDGEWAY PLACE
SUITE 200
EAGLE, ID 83616
United States

Phone: 208-333-1433