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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| RW Investment Management LLC
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| CRD # | 282707 |
| SEC # | 801-107268 |
| CIK # | 0001631627 |
| AUM | $1.5 B (2025-05-16) |
| Employees | 19 (63% Investors, 0% Brokers) |
| Phone | 208-333-1433 |
| Address | 1028 S Bridgeway Place Eagle, ID 83616 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.3 | ||
| Microsoft Corp | 6.2 | ||
| Costco Wholesale Corp /NEW | 5.7 | ||
| J P Morgan Chase & Co | 3.1 | ||
| US Bancorp de | 2.3 | ||
| Micron Technology Inc | 2.0 | ||
| Deere & Co | 1.8 | ||
| Oracle Corp | 1.7 | ||
| Idacorp Inc | 1.6 | ||
| Broadcom Inc | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 372 | 105.0 |
| (b) Individuals (high net worth individuals) | 395 | 1,168.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 155.5 |
| (h) Charitable organizations | 7 | 34.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,344 | 1,470.7 |
| By Discretionary | ||
| Discretionary | 2,342 | 1,451.8 |
| Non-Discretionary | 2 | 18.9 |
| Total | 2,344 | 1,470.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 1,470.1 | |
| Total | 2,344 | 1,470.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001631627] |
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