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Trace William Davis Tucker

Rw Investment Management LLC

Eagle, ID

CRD 8255894

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Employer firm

Rw Investment Management LLC CRD 282707

$1.73B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Rw Investment Management Llc

1028 S. Bridgeway Place Suite 200, Eagle, ID 83616 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-06-30
  • ID RA
    APPROVED
    Since 2026-06-30

Branch Locations

1028 S. Bridgeway Place Suite 200, Eagle, ID 83616 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Emmett ID 04/2016 05/2023
Premier Aggregates, Llc Eagle ID 08/2022 05/2023
Famsworth Pool Company Emmett ID 05/2023 08/2023
George Fox University Newberg OR 02/2024 05/2024
Sherwin-Williams Boise ID 06/2024 08/2024
Tamarack Grove Engineering Meridian ID 08/2024 03/2025
Rw Investment Management, Llc Eagle ID 04/2025 Present
Unemployed Newberg OR 09/2023 01/2024
  • 04/2016 → 05/2023
    Student
    Emmett, ID
  • 08/2022 → 05/2023
    Premier Aggregates, Llc
    Eagle, ID
  • 05/2023 → 08/2023
    Famsworth Pool Company
    Emmett, ID
  • 02/2024 → 05/2024
    George Fox University
    Newberg, OR
  • 06/2024 → 08/2024
    Sherwin-Williams
    Boise, ID
  • 08/2024 → 03/2025
    Tamarack Grove Engineering
    Meridian, ID
  • 04/2025 → Present
    Rw Investment Management, Llc
    Eagle, ID
  • 09/2023 → 01/2024
    Unemployed
    Newberg, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-30
  • S65 Uniform Investment Adviser Law Examination
    2026-06-30

View on SEC IAPD

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Nearby Investors

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Nearby Offices

CONTINUUM ADVISORY, LLC · EAGLE, ID
ASSUREDPARTNERS INVESTMENT ADVISORS · Eagle, ID
INDEPENDENT FINANCIAL GROUP, LLC · EAGLE, ID

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