Rtw Financial Advisors Inc
Rtw Financial Advisors Inc is an SEC-registered wealth manager in Dallas, TX with $581.0M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Rtw Financial Advisors Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109934, SEC 801-38676, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $581.0M (2026-06-22)
- Firm type
- Wealth Manager
- Location
- Dallas, TX
- Employees
- 11
- Clients
- 182
- CRD
- 109934
- Ownership
- ROE, PETER, HOWARD; WILLIAMS, MORRIS, CHRISTOPHER; WILLIAMS, MORRIS, C. "KIT"; WILLIAMS, MORRIS, C; MCKIMMEY, STEPHEN, TYLER
How much AUM does Rtw Financial Advisors Inc have?
Rtw Financial Advisors Inc reported $581.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Rtw Financial Advisors Inc?
Disclosed owners and executives of Rtw Financial Advisors Inc include ROE, PETER, HOWARD, WILLIAMS, MORRIS, CHRISTOPHER, WILLIAMS, MORRIS, C. "KIT", WILLIAMS, MORRIS, C, MCKIMMEY, STEPHEN, TYLER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.