Rw Investment Management LLC
● SEC registered since 2016CRD 282707SEC# 801-107268Eagle, ID
Reg. AUM
$1.73B
Employees
20
Accounts
2,377
Location
Eagle, ID
Rw Investment Management LLC assets under management
Rw Investment Management LLC is a registered investment adviser overseen by the SEC based in Eagle, ID. The firm has been registered since 2016. It reports $1.7 billion in regulatory assets under management and employs 20 people.
Rw Investment Management LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Alexander Rund | Member | Under 5% | 2024 |
| Kimberly L. Jaques, LLC | Managing Member | 10-25% | 2020 |
| Melissa Ann Jenkins | Member & Chief Compliance Officer | 5-10% | 2021 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Rw Investment Management LLC manage?
Rw Investment Management LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Rw Investment Management LLC have?
Rw Investment Management LLC reports 20 employees.
Where is Rw Investment Management LLC located?
Rw Investment Management LLC is based in Eagle, ID and has been SEC-registered since 2016.
Does Rw Investment Management LLC disclose fund performance?
Rw Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1028 S. Bridgeway Place, Suite 200, Eagle, ID 83616 |
| Phone | 208-333-1433 |
| Fax | 208-297-5456 |
| Office hours | 7:30 a.m. - 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1631627 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.73B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$1.73Bregulatory AUM
Discretionary $1.71BNon-discretionary $24.2M