PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Rmw Advisors, LLC

● SEC registered since 2019CRD 159293SEC# 801-117111Houston, TX
Export (members)
Reg. AUM
$390.9M
Employees
7
Accounts
782
Location
Houston, TX

Rmw Advisors, LLC assets under management

Rmw Advisors, LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2019. It reports $390.9 million in regulatory assets under management and employs 7 people.

Rmw Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Concurrent Growth Partners, LLCMember5-10%2024
Concurrent Partners, II, LLCMember5-10%2024
Jr. Robert M. Wyrick ControlCcoUnder 5%2024
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Rmw Advisors, LLC manage?

Rmw Advisors, LLC reports $390.9 million in regulatory assets under management on its Form ADV.

How many employees does Rmw Advisors, LLC have?

Rmw Advisors, LLC reports 7 employees.

Where is Rmw Advisors, LLC located?

Rmw Advisors, LLC is based in Houston, TX and has been SEC-registered since 2019.

Does Rmw Advisors, LLC disclose fund performance?

Rmw Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1200 Smith Street, Suite 610, Houston, TX 77002
Phone281-580-2100
Fax281-580-2102
Office hours8:00-5:00
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$390.9M▲ 39%
Feb '25 — $282MMar '25 — $282MApr '25 — $282MMay '25 — $282MJun '25 — $282MJul '25 — $282MAug '25 — $282MSep '25 — $282MOct '25 — $282MNov '25 — $282MDec '25 — $282MJan '26 — $390.9MFeb '26 — $390.9MMar '26 — $390.9MApr '26 — $390.9MMay '26 — $390.9MJun '26 — $390.9M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$390.9Mregulatory AUM
Discretionary $390.9M