Robert Haggarty
RWH Asset Management · Kenosha, Wisconsin
Robert Haggarty is a fee-only financial advisor at RWH Asset Management in Kenosha, Wisconsin. RWH Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | RWH Asset Management |
|---|---|
| Based in | Kenosha, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1M across 9 accounts |
| SEC registration | Investment adviser representative in WI · CRD 1793023 |
| Exams passed | Series 63 (1997) · Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Robert's firm compares
- RWH Asset Management's average account is about $111,000, from its Form ADV (assets managed divided by 9 accounts).
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Questions about Robert
Is Robert Haggarty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and RWH Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, RWH Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Haggarty based?
Robert Haggarty is based in Kenosha, Wisconsin.
Is Robert Haggarty registered with the SEC?
Yes. Robert Haggarty is registered as an investment adviser representative in WI (CRD 1793023), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RWH Asset Management manage?
RWH Asset Management reports $1M across 9 accounts in assets under management.
How do I contact Robert Haggarty?
Contact details aren't on file yet. Search for RWH Asset Management.
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.
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