POST OAK PRIVATE WEALTH ADVISORS
RMW ADVISORS, LLC Legal Name
Adviser information for POST OAK PRIVATE WEALTH ADVISORS last updated from Form ADV on February 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 5 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 594 | $204.5M |
| Non-Discretionary | 0 | $0 |
| Total | 594 | $204.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 193 | $33.7M |
| HNW Individuals | 74 | $165.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $5.7M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-117111 |
|---|---|
| SEC ERA File Number | 801-117111 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 159293 |
| Legal Entity Identifier | None |
Principal Office
1200 SMITH STREETSUITE 610
HOUSTON
TX
United States
Monday - Friday, 8:00-5:00
Tel: 281-580-2100, Fax: 281-580-2102
Chief Compliance Officer
ROBERT WYRICK
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER
1200 SMITH STREET
SUITE 610
HOUSTON
TX
United States
Tel:
281-580-2100
Fax:
281-580-2102
R******@***********************M
(Full email address available in API data)
Industry Affiliates
| POST OAK PRIVATE WEALTH ADVISORS | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WYRICK, JR., ROBERT, M. | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 11/2011 | > 75% |