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| Happy Holidays!! thanks for using AUM13F!! |
| RTW Financial Advisors Inc
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|---|---|
| CRD # | 109934 |
| SEC # | 801-38676 |
| CIK # | |
| AUM | $508.5 M (2025-03-31) |
| Employees | 11 (27% Investors, 27% Brokers) |
| Phone | 972-960-1212 |
| Address | 5757 Alpha Road Dallas, TX 75240 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 27.0 |
| (b) Individuals (high net worth individuals) | 50 | 411.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 66.9 |
| (h) Charitable organizations | 1 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 500 | 508.5 |
| By Discretionary | ||
| Discretionary | 479 | 478.3 |
| Non-Discretionary | 21 | 30.2 |
| Total | 500 | 508.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 508.5 | |
| Total | 500 | 508.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IMC Advisors LLC
✚
|
IN | 0.5 |
|
Helen Stephens Group LLC
✚
|
TX | 0.5 |
|
Miramar Capital LLC
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IL | 0.5 |
|
Prostatis Group LLC
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MD | 0.5 |
|
McElhenny Sheffield Capital Management LLC
✚
|
TX | 0.5 |
|
The Central Trust Bank
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|
MO | 0.5 |
|
Tiempo Capital Partners LLC
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|
FL | 0.5 |
|
Argonautica Private Wealth Management Inc
✚
|
MA | 0.5 |
|
Tempus Wealth Planning LLC
✚
|
CA | 0.5 |
|
Kelly Financial Services LLC
✚
|
MA | 0.5 |