Post Oak Private Wealth Advisors
Post Oak Private Wealth Advisors is an SEC-registered wealth manager in Houston, TX with $390.9M assets under management (AUM, regulatory AUM), +39% over one year. See who owns Post Oak Private Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159293, SEC 801-117111, data through 2026-01-16.
- AUM (assets under management / regulatory AUM)
- $390.9M (2026-01-16)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 7
- Clients
- 377
- CRD
- 159293
- Ownership
- WYRICK, JR., ROBERT, M.; CONCURRENT GROWTH PARTNERS, LLC; POST OAK PRIVATE LEGACY, LLC; CONCURRENT PARTNERS, II, LLC
How much AUM does Post Oak Private Wealth Advisors have?
Post Oak Private Wealth Advisors reported $390.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-16).
Who owns Post Oak Private Wealth Advisors?
Disclosed owners and executives of Post Oak Private Wealth Advisors include WYRICK, JR., ROBERT, M., CONCURRENT GROWTH PARTNERS, LLC, POST OAK PRIVATE LEGACY, LLC, CONCURRENT PARTNERS, II, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.