Rwm Capital, LLC

Roberts Wealth Management, founded in Biloxi, Mississippi in 1998, is an independent SEC registered investment adviser since 2020. The firm specializes in providing financial planning and fee-based discretionary investment advisory services primarily to individual clients and high-net-worth individuals preparing for or in retirement. They offer asset management services with discretionary portfolio management, tailored to meet clients' needs and investment objectives. The firm partners with sub-advisers for back-office support, trading, and billing. Clients have a minimum investment requirement of $250,000. Roberts Wealth Management does not accept performance-based fees or engage in side-by-side management. The firm emphasizes continuous account supervision and offers investment strategies involving individual stocks, bonds, ETFs, options, mutual funds, and other securities. Clients are encouraged to review financial planning issues and investment objectives regularly. The firm does not accept custody of funds or securities but has the authority to deduct fees directly from client accounts. Clients maintain the responsibility for voting on proxies and making decisions on legal proceedings related to their investments. Roberts Wealth Management has no adverse financial situations or bankruptcy history.