RWR Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$160,342,730
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
8
100% high-net-worth
Advisors
1
of 4 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$20,042,841
About
RWR Investments provides bespoke full‑service asset management, outsourced chief investment officer (OCIO) services, and modular family office support, including portfolio construction, reporting, and coordination of outside professionals. Its clients are primarily family offices, high‑ and ultra‑high‑net‑worth individuals, trusts, corporate entities and pooled investment vehicles, and the firm manages about $170.9 million for eight managed account clients.
The firm combines bottom‑up fundamental research for public equities and fixed income with strategic allocations to alternative investments such as real estate, private equity, credit and hedge funds, and it routinely selects third‑party managers where specialist expertise is needed. RWR manages assets through separately managed accounts, offers sub‑advisory arrangements to other advisers, and tailors portfolios and client‑imposed restrictions to each client’s objectives and liquidity needs.
Notably, RWR serves as sponsor/manager of at least one private fund (RWR Crescent Cove, LLC) and may sponsor additional pooled vehicles, a role that is uncommon among peers. The firm also engages with underlying managers that charge performance‑based fees — arrangements that can result in shared or supplemental performance compensation to RWR — and discloses and evaluates these structures when recommending allocations.
Client services
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Real estate investing
Business exit / sale strategy
Business succession planning
Charitable giving & philanthropy
Occupation focus
Executive
Founder/Business Owner
Fee options
0.50% annually on real assets managed (calculated using the current value of the asset)
$1 - $25,000,000: 1.00% $25,000,001 - $50,000,000: 0.50% $50,000,001+: 0.25%
Performance-based fees may apply for underlying private fund managers, typically up to 20% of net profits as described; RWR itself receives performance-based fees only indirectly through investments in private funds and third-party managers that charge such fees.
Account minimum: $10,000,000
Main office location
RWR Investments LLC
3131 Turtle Creek Blvd, Suite 301
Dallas TX 75219, United States
Number of offices
1
Most active in
RWR Investments LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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 active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
-
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.
Quick links
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")