RSW Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$39,729,231
Clients
31
Advisors
2
of 2 employees
About
RSW Wealth Management is a small, owner-operated advisory firm that provides investment management, financial planning, and participant-directed employee retirement plan services to individuals, trusts, charitable organizations and businesses. The firm documents client objectives with written investment policy statements, conducts ongoing portfolio monitoring and periodic reviews, and manages client accounts on a discretionary basis.
The firm’s investment approach is rooted in Modern Portfolio Theory and a buy-and-hold, evidence-based strategy that emphasizes broadly diversified mutual funds and ETFs, often recommending Dimensional Fund Advisors (DFA) funds and using Monte Carlo analysis to inform asset allocation. For fixed income needs the firm may retain a third‑party fixed income manager and will retain individual securities where tax or client-specific reasons warrant retention.
A notable feature of the firm is its affiliation with an accounting practice (RS Wait, Chtd.), with the principals splitting significant time between the accounting and advisory businesses and the potential for cross-referrals while maintaining separate compensation for each service. The principals hold CPA credentials (and one holds an Accredited Estate Planner designation), the firm receives research and support from DFA and uses Schwab’s advisor platform for custody and trading—combinations that are less common among similarly sized supported advisors.
Client services
Expertise
Occupation focus
Fee options
Typically ranges from $5,000 to $10,000, depending on scope and complexity
$0 - $5,000,000: 1.00% $5,000,001 - $11,000,000: 0.70% $11,000,001 - $18,000,000: 0.50% $18,000,001 - $27,000,000: 0.40% $27,000,001+: 0.35%
$225 to $300 per hour
Account minimum: $1,000,000 Minimum fee: $10,000 annually minimum fee generally required
Main office
6566 S. McCarran Blvd, Suite A
Reno NV 89509
Advisors at this office
2
Most active in
Nevada
Also doing business as
Rs Wait, Chtd. · Rsw Wealth Management · Rsw, Chtd.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Richard W
Series 65
Reno, NV
RSW Wealth Management
Richard Wait is a financial advisor at RSW Wealth Management in Reno, NV, holding a Series 65 credential with nine years of industry experience. He has been associated with RSW Wealth Management since 2016 and also serves as a CPA and shareholder at RS Wait, CHTD, an accounting firm he has been involved with since 1995. Additionally, he holds director roles providing financial guidance for two local nonprofit organizations focused on swimming and water polo. RSW Wealth Management is a small, owner-operated firm serving individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based, evidence-driven investment approach using broadly diversified mutual funds and ETFs, with discretionary management and ongoing portfolio monitoring.
Scott W
Series 63, Series 65
Reno, NV
RSW Wealth Management
Scott Wait is a financial advisor with RSW Wealth Management in Reno, NV, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He is also a CPA and a shareholder in RS Wait, CHTD, an accounting firm where he provides accounting services. Additionally, he serves as treasurer for a nonprofit organization. RSW Wealth Management is a small, owner-operated firm serving individuals, trusts, charitable organizations, and businesses with investment management, financial planning, and retirement plan services. The firm’s approach is based on Modern Portfolio Theory and a buy-and-hold, evidence-based strategy emphasizing broadly diversified mutual funds and ETFs, with discretionary account management and integration with an affiliated accounting practice.
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