Paul
Roberts
Rwm Capital, LLC
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About this Advisor
Paul Roberts is a financial advisor based out of Sugar Land, Texas with a total of 3 years of relevant experience. Roberts is an employee of Rwm Capital, LLC. Roberts has gained experience at Horter Investment Management, LLC, Global Financial Private Capital, LLC, Ae Wealth Management, LLC, Roberts Wealth Management, LLC and Rwm Capital, LLC. Roberts holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to serve investors in Texas. Rwm Capital, LLC is a business operating out of Sugar Land, TX. The firm has offices in two locations and a total of 11 people on staff. It controls $107 million in total assets across its 676 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 676 accounts, just 9% belong to high-net-worth clients who have at least $1 million in investable assets. The business provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely are based on which service is provided. Fee types charged by Rwm Capital, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rwm Capital, LLC Brokerage Details
$106,988,955
11
676
$158,268
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Paul Roberts Work History
Paul has been registered as a financial advisor for 3 years.*
Rwm Capital, LLC
Roberts Wealth Management, LLC
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
Horter Investment Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Roberts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rwm Capital, LLC
Sugar Land, TX
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