AZ
AZ

Armir Zeneli

4 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
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Location

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

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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.

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Other Business ActivitiesSells Insurance

Armir is an insurance agent providing insurance, tax, and financial planning services through Roberts Wealth Management since March 2023, and an IAR for RWM Capital, LLC since September 2023. Both activities take about half of Armir's time each.

Employment History
Current Registrations
Rwm Capital, LLC
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Vanguard Marketing CorporationBroker
September 2020 - March 2023 · 2 yrs 6 mos
State Registrations3 states
ALMSTX
Advisor
Exams
No exam information available for this advisor.