# Robert Morris

> Robert Morris 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.

Page: https://find.wellspent.co/advisors/robert-morris-2942981/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** RWM Asset Management
- **Based in:** New Bloomfield, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $35.4M across 332 accounts
- **CRD:** 2942981 (https://adviserinfo.sec.gov/individual/summary/2942981)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (1997)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.rwmam.com

## Frequently asked questions

### Is Robert Morris a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?

Robert's firm, RWM Asset Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Robert Morris based?

Robert Morris is based in New Bloomfield, Pennsylvania.

### Is Robert Morris registered with the SEC?

Yes. Robert Morris is registered as an investment adviser representative in PA (CRD 2942981), 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 Robert Morris?

Through Robert's website, www.rwmam.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2942981): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.