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| Keyboard |
| RTW Financial Advisors Inc
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|
|---|---|
| CRD # | 109934 |
| SEC # | 801-38676 |
| CIK # | |
| AUM | 581.0 M (2026-06-22) |
| Employees | 11 (27% Investors, 27% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 2 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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|
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|
Twele Capital Management Inc
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|
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