Data / Investment advisers / Texas / RWR Investments LLC
RWR Investments LLC, Dallas, TX: $171 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
RWR Investments LLC is an SEC registered investment adviser with its main office in Dallas, Texas and reports $171 million in regulatory assets under management in its Form ADV filed May 7, 2026. Its clients include high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 157966
- SEC file number
- 801-136167
- SEC status
- Approved, effective May 13, 2026
- Main office
- 3131 Turtle Creek Blvd Suite 301, Dallas, TX 75219
- Phone
- (214) 308-1970
- Regulatory AUM
- $170,892,730 in the Form ADV filed May 7, 2026
- Discretionary AUM
- $170,892,730
- Accounts
- 9
- Employees
- 4, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $10,550,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 8 | $160.3 million |
| Pooled investment vehicles | 1 | $10.6 million |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Retirement Advisors, LLC | Dallas | $186.4 million | Not listed | adviserinfo.sec.gov |
| Delos Private Client Group, LLC | Dallas | $185.6 million | Not listed | adviserinfo.sec.gov |
| Wpa Family Office, LLC | Dallas | $175.2 million | Not listed | adviserinfo.sec.gov |
| QMP Management, LLC | Dallas | $174.3 million | 2 | adviserinfo.sec.gov |
| Cain Capital Management, LP | Dallas | $171.2 million | 11 | adviserinfo.sec.gov |
| Ecp Investment Advisors LLC | Dallas | $167.7 million | 13 | adviserinfo.sec.gov |
| Schlindwein Associates LLC | Dallas | $167.1 million | Not listed | adviserinfo.sec.gov |
| Womack Financial LLC | Dallas | $164.7 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- RWR Investments LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.