VB
VB

Victor Morales Blandon

Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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
Loading...

Location

440 Cobia Drive, Suite 2001, Katy, TX, 77494

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Victor is an independent insurance agent with Roberts Wealth Management, LLC, providing insurance and annuity solutions. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Rwm Capital, LLC
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.