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POST OAK PRIVATE WEALTH ADVISORS
RMW ADVISORS, LLC
CRD 159293 · SEC 801-117111
1200 SMITH STREET, SUITE 610, HOUSTON, TX, 77002, United States
Phone
281-580-2100
Fax
281-580-2102
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$390.9M
Discretionary AUM
$390.9M
Team
7 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersESTATE PLANNING ASSISTANCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 287 | $63.7M |
| High net worth individuals | 89 | $319.0M |
| Pension/profit sharing plans | 1 | $8.3M |
States served
NM, TX, FL
All web addresses on file
Official SEC filing: View on IAPD