RAWLINGS WEALTH MANAGEMENT

RAWLINGS WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 171087). Regulatory assets under management: $17.5M.

Registration

• CRD: 171087
• Type: Registered investment adviser
• Phone: 860-430-2167
• Latest filing: 2026-03-14
• Regulatory AUM: $17.5M
• Discretionary AUM: $15.4M
• Non-discretionary AUM: $2.1M
• Clients: 1
• Accounts: 81

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 171087 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search