Anna Santini
RWM Asset Management · New Bloomfield, Pennsylvania
Anna Santini is a fee-only financial advisor at RWM Asset Management in New Bloomfield, Pennsylvania. RWM Asset Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Anna →
Facts
| Firm | RWM Asset Management |
|---|---|
| Based in | New Bloomfield, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $35.4M across 332 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7927999 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.rwmam.com |
How Anna's firm compares
- RWM Asset Management's average account is about $107,000, from its Form ADV (assets managed divided by 332 accounts).
Request an introduction to Anna
Tell Anna a little about what you're looking for. Anna isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Anna
Is Anna Santini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anna holds no broker registration, and RWM Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anna charge for financial advice?
Anna's firm, RWM Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Anna Santini based?
Anna Santini is based in New Bloomfield, Pennsylvania.
Is Anna Santini registered with the SEC?
Yes. Anna Santini is registered as an investment adviser representative in PA (CRD 7927999), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RWM Asset Management manage?
RWM Asset Management reports $35.4M across 332 accounts in assets under management.
How do I contact Anna Santini?
Through Anna's website, www.rwmam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.