R
RWH Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,000,000
Clients
9
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
LowAverage account size
$111,111
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
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
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 location
RWH Asset Management
6230 10 Th Street
Kenosha WI 53144, United States
Number of offices
1
Most active in
RWH Asset Management has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")