RWR INVESTMENTS LLC

RWR INVESTMENTS LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 157966). Regulatory assets under management: $170.9M.

Registration

• CRD: 157966
• SEC file number: 801-136167
• Type: Registered investment adviser
• Location: 3131 TURTLE CREEK BLVD, SUITE 301, DALLAS, TX, 75219
• Phone: 214.308.1970
• Latest filing: 2026-05-07
• Regulatory AUM: $170.9M
• Discretionary AUM: $170.9M
• Clients: 4
• Accounts: 9

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: High net worth, Charities, Investment cos.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157966 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search