Robert Morris
RWM Asset Management · New Bloomfield, Pennsylvania
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.
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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 4396938 |
| Exams passed | Series 63 (2001) · Series 65 (2001) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.rwmam.com |
| Profile |
How Robert's firm compares
- RWM Asset Management's average account is about $107,000, from its Form ADV (assets managed divided by 332 accounts).
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Questions about Robert
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 4396938), 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.
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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