R|W Investment Management logo

R|W Investment Management Employee Directory

Investment ManagementIdaho, United States11-50 Employees

R|W Investment Management provides fee-based financial planning and investment management services for individuals and organizations. The firm serves families nationwide and has advisors who hold the Certified Financial Planner designation and the Chartered Financial Analyst charter. It describes its role as a steward of wealth, aiming to preserve and grow client assets.

Headquartered in Boise, Idaho, the company lists an office in Eagle, Idaho, and operates as a Registered Investment Adviser offering institutional-level management for families, businesses, and non-profit organizations. Its approach emphasizes guiding clients to follow a long-term plan through market cycles, drawing on more than thirty years of investment stewardship in Idaho. The organization is a smaller advisory practice serving clients nationwide.

Find R|W Investment Management employees' phone numbers or email addresses

R|W Investment Management Global Highlights

Location
Employees

North America
34

Minus sign iconPlus sign icon
  • United States Of America
    34

Asia
1

Minus sign iconPlus sign icon
  • Singapore
    1

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

R|W Investment Management's Leadership

  • Stylized image of a person
    T. V. D. W.
    Director, Human Resource Development And Training
    Phone icon
  • Stylized image of a person
    K. J.
    Principal
    Phone icon
  • Stylized image of a person
    G. R.
    Senior
    Phone icon
  • Stylized image of a person
    R. V.
    Principal Wealth Advisor
    Phone icon
  • Stylized image of a person
    R. W. B.
    Agent
    Phone icon
  • Stylized image of a person
    D. G.
    Wealth Advisor
    Phone icon
  • Stylized image of a person
    L. S.
    Wealth Advisor
    Phone icon

R|W Investment Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Human Resources
  • Accounting
  • Administrative
  • Other

Contact profiles from R|W Investment Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. V. D. W.
    Director, Human Resource Development And Training
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    K. J.
    Principal
    Phone icon
    May 28, 2026
  • Stylized image of a person
    G. R.
    Senior
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    R. V.
    Principal Wealth Advisor
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    R. W. B.
    Agent
    Phone icon
    United KingdomSwansea
    Sep 11, 2025
  • Stylized image of a person
    D. G.
    Wealth Advisor
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    L. S.
    Wealth Advisor
    Phone icon
    Jun 08, 2026

Frequently Asked Questions

What is R|W Investment Management known for?

Minus sign iconPlus sign icon
R|W Investment Management was founded in 2014 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore R|W Investment Management's company overview page for more information.

What is R|W Investment Management's most common email format?

Minus sign iconPlus sign icon
R|W Investment Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more R|W Investment Management email formats with LeadIQ.

How many employees does R|W Investment Management have currently?

Minus sign iconPlus sign icon
R|W Investment Management has approximately 17 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are R|W Investment Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, R|W Investment Management's key employees include:

  • Director, Human Resource Development And Training: T. V. D. W.
  • Principal: K. J.
  • Senior: G. R.
  • Principal Wealth Advisor: R. V.
  • Agent: R. W. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.