Insights

Niche Market Focus RWM specializes in serving institutional, non-profit, and higher education retirement plans, suggesting an opportunity to offer tailored retirement solutions or advanced fiduciary management services to similar organizations within these sectors.

Growing Financials With revenue ranging from 1 million to 10 million, RWM demonstrates a solid financial footing, indicating potential for upselling comprehensive investment advisory services or technology platforms to enhance efficiency and client engagement.

Technology Stack Utilization of tools like Snowplow, Google Analytics, and video.js highlights a focus on data-driven client insights and digital engagement, presenting a chance to introduce innovative fintech solutions or analytics services to optimize client outcomes.

Recognition & Credibility Being named one of the Top 100 Retirement Plan Advisers by PLANADVISER enhances RWM's market credibility and provides leverage for sales pitches that emphasize trust, expertise, and industry recognition to attract new institutional clients.

Competitive Landscape Operating in a market alongside large firms like Fidelity and BlackRock indicates the potential need for specialized, personalized advisory offerings that can differentiate RWM and attract mid-sized organizations seeking tailored retirement plan management.

RWM Tech Stack

RWM uses 8 technology products and services including Snowplow, Cloudflare, Open Graph, and more. Explore RWM's tech stack below.

  • Snowplow
    Analytics
  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • Google Fonts API
    Font Scripts
  • Video.js
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • core-js
    Javascript Libraries
  • Google Analytics
    Web Analytics

Media & News

RWM's Email Address Formats

RWM uses at least 1 format(s):
RWM Email FormatsExamplePercentage
FLast@rwmassets.comJDoe@rwmassets.com
50%
FLast@rwmassets.comJDoe@rwmassets.com
50%

Frequently Asked Questions

What is RWM's stock symbol?

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RWM is a publicly traded company; the company's stock symbol is RWMFX.

What is RWM's official website and social media links?

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RWM's official website is rwmassets.com and has social profiles on LinkedIn.

What is RWM's SIC code NAICS code?

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RWM's SIC code is 8059 - Nursing and Personal Care Facilities, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does RWM have currently?

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As of December 2025, RWM has approximately 3 employees across 1 continents, including North America. Key team members include Founder & Ceo: J. D.Director Client Services: M. D.Insurance Advisor: J. K.. Explore RWM's employee directory with LeadIQ.

What industry does RWM belong to?

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RWM operates in the Financial Services industry.

What technology does RWM use?

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RWM's tech stack includes SnowplowCloudflareOpen GraphGoogle Fonts APIVideo.jsjQuerycore-jsGoogle Analytics.

What is RWM's email format?

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RWM's email format typically follows the pattern of FLast@rwmassets.com. Find more RWM email formats with LeadIQ.

When was RWM founded?

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RWM was founded in 2007.

RWM

Financial ServicesGeorgia, United States2-10 Employees

RWM is an independent Registered Investment Advisory (RIA) firm based in Atlanta, Georgia that consults on institutional, non-profit, and higher education retirement plans as well as endowments and foundations and has been recognized by PLANADVISER as one of the Top 100 Retirement Plan Advisers in the country.

With extensive experience in fiduciary exposure management, plan design, implementation, investment selection and monitoring we are able to help reduce our clients' workload by easing fiduciary management, streamlining plan administration, maximizing plan efficiency, reducing costs, and increasing participants' retirement readiness.

We are committed to supporting you, your plan, and its goals by developing a clear framework to improve employee understanding of your plan's offerings, encourage participation, and promote satisfaction with your company benefits.

Section iconCompany Overview

SIC Code
8059 - Nursing and Personal Care Facilities, Not Elsewhere Classified
Stock Symbol
RWMFX
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    RWM's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    RWM's revenue is estimated to be in the range of $1M$10M

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