RW INVESTMENT MANAGEMENT LLC

CRD 282707File 801-107268

APPROVED

Retail clients

Custody

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.73B

Top 25% of cohort (national)

Discretionary AUM

$1.71B

Non-discretionary $24.2M

Clients

796

2,377 accounts

Employees

Top 10% of cohort in ID

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Feb 22, 2016
Principal office: 1028 S. BRIDGEWAY PLACE, SUITE 200, EAGLE, ID, 83616
Phone: 208-333-1433
Website: https://investrw.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.73B
Discretionary AUM: $1.71B
Non-discretionary AUM: $24.2M
Discretionary accounts: 2,375
Non-discretionary accounts: 2
Total accounts: 2,377
AUM per client: $2.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$8.2M
Charitable organizations	7	$47.2M
High net worth individuals	417	$1.38B
Pension and profit sharing plans	26	$197.3M
Individuals (other than high net worth individuals)	341	$100.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.