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| RWQ Financial Management Services Inc
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|---|---|
| CRD # | 297541 |
| SEC # | 801-120734 |
| CIK # | 0001846544 |
| AUM | 222.3 M (2026-03-26) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 732-600-5557 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001846544 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 13.3 | ||
| GE Vernova Inc | 11.7 | ||
| Nvidia Corp | 11.5 | ||
| J P Morgan Chase & Co | 9.0 | ||
| Alphabet Inc | 6.9 | ||
| Broadcom Inc | 5.9 | ||
| Amazon Com Inc | 5.9 | ||
| AbbVie Inc | 5.0 | ||
| Microsoft Corp | 5.0 | ||
| General Electric Co | 4.7 | ||
| Facebook Inc | 4.6 | ||
| Tesla Motors Inc | 4.4 | ||
| Netflix Inc | 4.1 | ||
| Micron Technology Inc | 3.4 | ||
| Constellation Energy Corp | 1.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 41.8 |
| (b) Individuals (high net worth individuals) | 83 | 170.7 |
| (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 | 8 | 9.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 270 | 222.3 |
| By Discretionary | ||
| Discretionary | 270 | 222.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 270 | 222.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 222.2 | |
| Total | 270 | 222.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001846544] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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