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POST OAK PRIVATE WEALTH ADVISORS
Legal name: RMW ADVISORS, LLC
CRD 159293File 801-117111
APPROVED
Retail clients
Filing as of Jan 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$390.9M
Below cohort median (national)
Discretionary AUM
$390.9M
Clients
377
782 accounts
Employees
7
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 6, 2019
- Principal office
- 1200 SMITH STREET, SUITE 610, HOUSTON, TX, 77002
- Phone
- 281-580-2100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $390.9M
- Discretionary AUM
- $390.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 782
- Non-discretionary accounts
- 0
- Total accounts
- 782
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 89 | $319.0M |
| Pension and profit sharing plans | Fewer than 5 | $8.3M |
| Individuals (other than high net worth individuals) | 287 | $63.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 6 | 7 | increased by1 |
| Feb 1, 2026 | Clients | 309 | 377 | increased by68 |
| Feb 1, 2026 | AUM | $282,025,465 | $390,930,642 | increased by$108,905,177 |
| Feb 1, 2026 | Accounts | 679 | 782 | increased by103 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 6 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 243 | 309 | increased by66 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $207,435,649 | $282,025,465 | increased by$74,589,816 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 506 | 679 | increased by173 |
| Aug 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Employees | 6 | 7 | increased by1 |
| Mar 1, 2022 | Clients | 253 | 243 | decreased by10 |
| Mar 1, 2022 | AUM | $163,901,105 | $207,435,649 | increased by$43,534,544 |
| Mar 1, 2022 | Accounts | 252 | 506 | increased by254 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “POST OAK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“POST OAK” may also match similarly-named firms). Confirm identity against each filing.
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.