{"url":"https://nivawealth.com/firms/rmw-advisors-159293","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/159293","regulatoryAum":390930642,"crd":"159293","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2770361","suffix":null,"lastName":"BEHLER","firstName":"DONNA","middleName":"MARIE"},{"crd":"4433822","suffix":null,"lastName":"BORGMEIER","firstName":"EDMUND","middleName":"SCOTT"},{"crd":"4805654","suffix":null,"lastName":"BURDINE","firstName":"JASON","middleName":"MICHAEL"},{"crd":"7204540","suffix":null,"lastName":"Krenek","firstName":"Savannah","middleName":"Gail"},{"crd":"2003031","suffix":null,"lastName":"MARION","firstName":"DAVID","middleName":"EVAN"},{"crd":"7117852","suffix":null,"lastName":"Murphy","firstName":"Marium","middleName":"Yamile"},{"crd":"1219995","suffix":null,"lastName":"WYRICK, JR.","firstName":"ROBERT","middleName":"M."}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-03","regulatoryAum":163901105,"clients":253,"employees":6,"offices":1},{"filedOn":"2022-07-14","regulatoryAum":207435649,"clients":243,"employees":8,"offices":1},{"filedOn":"2023-02-22","regulatoryAum":178355446,"clients":266,"employees":8,"offices":1},{"filedOn":"2024-07-26","regulatoryAum":204498842,"clients":268,"employees":5,"offices":1},{"filedOn":"2025-02-04","regulatoryAum":282025465,"clients":309,"employees":6,"offices":1},{"filedOn":"2026-01-16","regulatoryAum":390930642,"clients":377,"employees":7,"offices":2}],"secFileNumber":"801-117111","legalName":"RMW Advisors, LLC","displayName":"RMW Advisors","slug":"rmw-advisors-159293","website":"https://postoakprivatewealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth 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individuals","clients":89,"regulatoryAum":318967311},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":8286308}],"feePrograms":[{"role":"other","program":"Financial Planning","summary":"Financial planning is a fixed fee of no more than $5,000, with an estimated plan fee provided before the planning process begins.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002263","versionId":1002263,"submittedOn":"2026-01-16","documentName":"ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T09:40:50.886242+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002263","versionId":1002263,"submittedOn":"2026-01-16"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":63000000},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Omaha, NE","smaAssets":310930642},{"name":"SEI","shortName":"SEI","location":"Oaks, PA","smaAssets":17000000}],"custodyNote":"RMW Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Robert Wyrick","title":"CCO","crd":"1219995"}],"ownership":[{"label":"Post Oak Private Legacy, LLC","detail":"Owner in the 75% or more ownership band, since October 2024."},{"label":"Concurrent Growth Partners, LLC","detail":"Member in the 5% to 10% ownership band, since November 2024."},{"label":"Concurrent Partners, II, LLC","detail":"Member in the 5% to 10% ownership band, since November 2024."},{"label":"Robert Wyrick","detail":"Indirect owner: a managing member of Post Oak Private Legacy, LLC in the 75% or more band and a control person, since October 2024.","parent":"Post Oak Private Legacy, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"2454 N McMullen Booth RD","city":"Clearwater"}]},{"state":"Texas","offices":1,"addresses":[{"street":"1200 Smith Street, Suite 610","city":"Houston","headquarters":true}]}],"brochureServices":["divorce planning","education planning","estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"281-580-2100","stateRegisteredReps":7,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":56},{"label":"Securities issued by registered investment companies or business development companies","percent":33},{"label":"Cash and cash equivalents","percent":10},{"label":"Other","percent":1,"detail":"Qoz"}],"privateFunds":0},"sources":{"adv1FilingDate":"16 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/159293/PDF/159293.pdf","brochureDate":"16 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002263","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does RMW Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does RMW Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does RMW Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does RMW Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does RMW Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns RMW Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does RMW Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact RMW Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 16 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}