RMW Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, divorce planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
RMW Advisors reports 377 clients. They include 287 individual clients, 89 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 100.0% ($391M across 782 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 16% |
| High-net-worth individuals | 24% | 82% |
| Pension and profit-sharing plans | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 287 | $63.7M | 16.3% | $222K |
| High-net-worth individuals | 89 | $319M | 81.6% | $3.58M |
| Pension and profit-sharing plans | Fewer than 5 | $8.29M | 2.1% | $8.29M |
| Total | 377 | $391M | 100% | — |
- Clients
- 287
- Regulatory AUM
- $63.7M
- AUM share
- 16.3%
- Avg. per client
- $222K
- Clients
- 89
- Regulatory AUM
- $319M
- AUM share
- 81.6%
- Avg. per client
- $3.58M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.29M
- AUM share
- 2.1%
- Avg. per client
- $8.29M
Total
- Clients
- 377
- Regulatory AUM
- $391M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
RMW Advisors is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a fixed fee of no more than $5,000, with an estimated plan fee provided before the planning process begins.
Post Oak Private Legacy, LLC owns 75% or more of RMW Advisors and is in turn owned by Robert Wyrick (75% or more). It has 7 employees.
Staff
- 7 employees
- 7 in advisory functions
- 7 state-registered reps
- 6 insurance agents
- Owns 75% or more of RMW Advisors, LLC
Post Oak Private Legacy, LLC
since October 2024
- Owns 75% or more of Post Oak Private Legacy, LLC
Robert Wyrick
Control person · since October 2024
- Owns 5% to 10% of RMW Advisors, LLC
Concurrent Growth Partners, LLC
since November 2024
- Owns 5% to 10% of RMW Advisors, LLC
Concurrent Partners, II, LLC
since November 2024
RMW Advisors’ regulatory assets grew 2.4× from $164M (February 2021) to $391M (January 2026); clients rose from 253 to 377 and employees from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jan 2026January 2026 | $391M | 377 | 7 | 2 |
| Feb 2025February 2025 | $282M | 309 | 6 | 1 |
| Jul 2024July 2024 | $204M | 268 | 5 | 1 |
| Feb 2023February 2023 | $178M | 266 | 8 | 1 |
| Jul 2022July 2022 | $207M | 243 | 8 | 1 |
| Feb 2021February 2021 | $164M | 253 | 6 | 1 |
Besides its headquarters, RMW Advisors has 1 office, with 2 listed addresses across 2 states.
Florida · 1 listed address
- 2454 N McMullen Booth RD, Clearwater
Texas · 1 listed address
- 1200 Smith Street, Suite 610, HoustonHQ
Contact and registration details
- Legal name
- RMW Advisors, LLC
- Headquarters
- 1200 Smith Street, Suite 610, Houston, TX 77002
- Website
- postoakprivatewealth.com
- Phone
- 281-580-2100
- SEC file
- 801-117111
- Founded
- 2011
- Structure
- Texas LLC
- Fiscal year end
- December
RMW Advisors’ named custodians for separately managed accounts are Charles Schwab ($311M, 80%), Fidelity ($63M, 16%) and SEI ($17M, 4%). RMW Advisors does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $63M16%
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $311M80%
- SEISEI · Oaks, PA · $17M4%
At year end, RMW Advisors’ separately managed accounts were mostly in stocks (56%) and funds (33%).
What the accounts hold
- Stocks56%
- Funds33%
- Cash10%
- Other1%
- Qoz1%
How many clients does RMW Advisors have?
RMW Advisors has 377 clients and manages $391 million for them, as of January 2026. They include 287 individual clients, 89 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 January 2026
What services does RMW Advisors offer?
RMW Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, divorce planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does RMW Advisors use?
RMW Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $311M, Fidelity Brokerage Services LLC (Smithfield, RI), with $63M and SEI (Oaks, PA), with $17M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 January 2026
How many financial advisors does RMW Advisors have?
RMW Advisors has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does RMW Advisors invest in?
At the end of its last fiscal year, RMW Advisors’ separately managed accounts held 56% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents and 1% other. The 1% other category is described as: Qoz.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns RMW Advisors?
RMW Advisors is owned through a holding company by Robert Wyrick. Its direct owners are Post Oak Private Legacy, LLC (75% or more), Concurrent Growth Partners, LLC (5% to 10%) and Concurrent Partners, II, LLC (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 January 2026
How does RMW Advisors get paid?
RMW Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact RMW Advisors?
RMW Advisors’ main office is at 1200 Smith Street, Suite 610, Houston, TX 77002. Its phone number is 281-580-2100. Its website is postoakprivatewealth.com.