RTW FINANCIAL ADVISORS INC

CRD 109934File 801-38676

APPROVED

Retail clients

Filing as of Jun 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$581.0M

Above cohort median (national)

Discretionary AUM

$545.3M

Non-discretionary $35.7M

Clients

182

521 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: Apr 12, 1991
Principal office: 5757 ALPHA ROAD, SUITE 700, DALLAS, TX, 75240
Phone: 972-960-1212
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $581.0M
Discretionary AUM: $545.3M
Non-discretionary AUM: $35.7M
Discretionary accounts: 500
Non-discretionary accounts: 21
Total accounts: 521
AUM per client: $3.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$9.8M
High net worth individuals	85	$467.9M
Pension and profit sharing plans	Fewer than 5	$69.3M
Individuals (other than high net worth individuals)	93	$34.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.