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| Keyboard |
| RMW Advisors LLC
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|---|---|
| CRD # | 159293 |
| SEC # | 801-117111 |
| CIK # | |
| AUM | 390.9 M (2026-01-16) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 281-580-2100 |
| Address | 1200 Smith Street Houston, TX 77002 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Carmel Capital Management LLC
✚
|
CA | 392.0 M |
|
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|
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|
Paskin & Berler Capital Advisors LLC
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|
1776 Wealth LLC
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|
Evans Investment Advisors LLC
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|
Hillcrest Wealth Advisors - NY LLC
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NJ | 390.7 M |
|
Shrier Wealth Management LLC
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|
CA | 390.6 M |
|
Hahn Capital Management LLC
✚
|
CA | 390.0 M |
|
Green Ridge Wealth Planning LLC
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NJ | 389.6 M |