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⚲
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| RTW Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 109934 |
| SEC # | 801-38676 |
| CIK # | |
| AUM | $581.0 M (2026-06-22) |
| Employees | 11 (27% Investors, 27% Brokers) |
| Phone | 972-960-1212 |
| Address | 5757 Alpha Road Dallas, TX 75240 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 34.0 |
| (b) Individuals (high net worth individuals) | 85 | 467.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 69.3 |
| (h) Charitable organizations | 2 | 9.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 521 | 581.0 |
| By Discretionary | ||
| Discretionary | 500 | 545.3 |
| Non-Discretionary | 21 | 35.7 |
| Total | 521 | 581.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 581.0 | |
| Total | 521 | 581.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rowling & Associates LLC
✚
|
CA | 0.6 |
|
Howard Bailey Securities LLC
✚
|
IN | 0.6 |
|
Addison Advisors LLC
✚
|
VT | 0.6 |
|
55 North Private Wealth LLC
✚
|
FL | 0.6 |
|
Keystone Global Partners LLC
✚
|
CO | 0.6 |
|
Dempsey Lord Smith LLC
✚
|
GA | 0.6 |
|
Harvey Capital Management Inc
✚
|
FL | 0.6 |
|
EPG Wealth Management LLC
✚
|
GA | 0.6 |
|
Mattern Wealth Management LLC
✚
|
KS | 0.6 |
|
Twele Capital Management Inc
✚
|
MN | 0.6 |