PR
PR

Paul Edward Roberts

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,510 clients
Average Client Portfolio
$107K average
Assets Under Management
$161.4M

Fee Structure

Minimum Investment:$250K
Loading...

Location

1650 Highway 6, Suite 250, Sugar Land, TX, 77478

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Paul is involved with multiple entities, including Robert Wealth Management of MS, LLC and Robert Wealth Management, LLC, both fixed annuities and life insurance agencies, and RWM Capital, LLC and Foundations Investment Advisors, LLC, both RIAs. He also resumed involvement with Brazmerica Properties, LLC, a real estate venture, dedicating minimal time to it.

Employment History
Current Registrations
Rwm Capital, LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Foundations Investment Advisors LLC
April 2017 - October 2024 · 7 yrs 6 mos
State Registrations4 states
ALFLMSTX
Advisor
Exams
No exam information available for this advisor.