RWM ASSET MANAGEMENT, LLC

RWM ASSET MANAGEMENT, LLC of NEW BLOOMFIELD, PA is an SEC-registered investment adviser (CRD 130468). Regulatory assets under management: $35.4M.

Registration

• CRD: 130468
• Type: Registered investment adviser
• Location: 17 EAST MAIN STREET, NEW BLOOMFIELD, PA, 17068
• Phone: 717-582-8135
• Latest filing: 2026-03-26
• Regulatory AUM: $35.4M
• Discretionary AUM: $35.4M
• Clients: 4
• Accounts: 332

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130468 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search