Overview

RIWM is an independent Registered Investment Advisor based out of Coral Gables, Florida. We dedicate ourselves to wealth management for domestic and international high net worth individuals and institutional clients. We are in a growing phase and have attained all our assets on a client reference basis only without advertising or any acquisitions until this point. As a firm we have decided to look for the right opportunity to provide a continuity plan, succession plan, or buy out for an individual or firm to grow our AUM and footprint. We are looking to work with an existing advisor/firm on the structure, needs, and timeline for successions and/or acquisition of books of business. We are flexible with multiple custodians and looking to start conversations.

Last Activity
6 months or more

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