Weston Rush Lindemann

Rwm Capital, LLC

3 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Rwm Capital, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

1,510 clients

Average Client Portfolio

$107K average

Assets Under Management

$161.4M

Fee Structure

Minimum Investment:$250K

Location

1650 Highway 6, Suite 250, Sugar Land, TX, 77478

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Rwm Capital, LLC

June 2023 - Present · 2 yrs 8 mos

Previous Registrations

Burlington Alliance Capital Management, LLC

September 2022 - May 2023 · 8 mos

State Registrations5 states

ALFLLAMSTX

Advisor

Exams

No exam information available for this advisor.