Rsw Investments is an SEC registered investment adviser organized as a limited liability company with a primary office location in Summit, NJ. Its latest Form ADV filing, dated March 5, 2026, reports $2.3B in regulatory assets under management, 10 employees, and 1,632 accounts.
Assets Under Management
$2.3B
Employees
10
Offices
--
Total Clients
1,412
Primary office
SUMMIT, NJ
47 MAPLE STREET, SUITE 304, SUMMIT, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.5% of total clients.
Top client categories% of clientsClients
1
HNWI
62.5%
882
2
Individuals
37.5%
530
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 5, 2026
Discretionary100.0%
$2.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.3B
Total Accounts1,632
10Y AUM Change$-621K (-0.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee141:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.