RWH Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management and financial planning to individual clients, including high‑net‑worth households. It constructs tailored portfolios across equities, fixed income, mutual funds and ETFs, and recommends custody with an independent custodian that supports prime‑brokerage features.
Its investment process combines fundamental, technical and fund analysis and uses both long‑term and short‑term trading approaches based on each client's objectives and risk tolerance. When clients grant authority, the adviser frequently incorporates margin and option‑writing strategies as part of portfolio management rather than treating them as occasional tools.
Noteworthy operational features include daily debiting of advisory fees and a stated practice of placing separate orders rather than aggregating or block trading, which can have implications for execution and allocation. The firm also maintains a small client base and devotes a portion of its professional time to serving as an expert witness and to past classroom instruction, background elements that are uncommon among peers.
Client services
Expertise
Fee options
Flat fee per day for accounts between $25,001 to $50,000; negotiable depending on client circumstances.
$50,000 - $250,000: 2.0% $250,001 - $1,000,000: 1.55% Over $1,000,000+: 1.00%
Account minimum: $25,001 (negotiable under certain circumstances)
Main office
6230 10th Street
Kenosha WI 53144
Advisors at this office
1
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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