Investment adviser · CRD 159293
POST OAK PRIVATE WEALTH ADVISORS
Investment adviser filing (IA)
RMW ADVISORS, LLC
HOUSTON, TX, United States · Form ADV filed Jan 16, 2026
- Regulatory AUM
- $391M Form ADV · Item 5.F
- Client accounts
- 782 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 89 | $318,967,311 | 81.6% |
| Individuals | 287 | $63,677,023 | 16.3% |
| Retirement plans | Fewer than 5 | $8,286,308 | 2.1% |
Filing source
Form ADV 2041692 · Jan 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
1200 SMITH STREET, SUITE 610HOUSTON, TX, 77002, United States
CRD 159293
Filing source
Form ADV 2041692 · Jan 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.