RWF Wealth Management LLC

RWF Wealth Management provides advisory services to individuals and high‑net‑worth individuals, primarily by assisting clients in selecting third‑party money managers and tailoring model allocations. The firm limits its investment recommendations mainly to mutual funds, equities and ETFs and notes legacy relationships in its brochure with SEI Private Trust Company and Brinker Capital for certain transferred client accounts.

RWF’s stated investment process centers on the selection, due diligence and ongoing review of outside managers rather than direct portfolio management; the brochure describes use of SEI’s Managed Account Solutions under a tri‑party agreement and reliance on fundamental analysis and long‑term strategies. The firm does not trade client accounts, does not accept custody or discretionary authority, and clients receive quarterly custodial reports.

Several features in the brochure set RWF apart from many peers: it reports zero discretionary and non‑discretionary assets under management as of June 2019 and is compensated via fee shares with third‑party advisers, which creates an advisory structure based on referrals to specific managers such as SEI. The firm also reports a significant non‑U.S. client base and does not participate in wrap fee programs, both of which are less common among independent advisory firms.