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| Happy Holidays!! thanks for using AUM13F!! |
| RMW Advisors LLC
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| CRD # | 159293 |
| SEC # | 801-117111 |
| CIK # | |
| AUM | $282.0 M (2025-02-04) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 281-580-2100 |
| Address | 1200 Smith Street Houston, TX 77002 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 249 | 55.5 |
| (b) Individuals (high net worth individuals) | 59 | 220.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 6.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 679 | 282.0 |
| By Discretionary | ||
| Discretionary | 679 | 282.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 679 | 282.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 282.0 | |
| Total | 679 | 282.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crescent Advisor Group Inc
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|
TX | 0.3 |
|
ITS Asset Management LP
✚
|
CT | 0.3 |
|
Hergenroeder Financial Advisors Inc
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|
MD | 0.3 |
|
Bradley Wealth LLC
✚
|
AZ | 0.3 |
|
Redwood Wealth Management Group LLC
✚
|
NJ | 0.3 |
|
Douglas Capital Management Inc
✚
|
FL | 0.3 |
|
Joel Adams and Associates Inc
✚
|
NC | 0.3 |
|
Slayton Lewis Inc
✚
|
UT | 0.3 |
|
Switchpoint Financial Planning LLC
✚
|
UT | 0.3 |
|
Paul J Glashofer Enterprises Inc
✚
|
0.3 |