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RTW FINANCIAL ADVISORS INC
CRD 109934 · SEC 801-38676
5757 ALPHA ROAD, SUITE 700, DALLAS, TX, 75240, United States
Phone
972-960-1212
Fax
972-960-1211
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$581.0M
Discretionary AUM
$545.3M
Team
11 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $34.0M |
| High net worth individuals | 85 | $467.9M |
| Pension/profit sharing plans | 2 | $69.3M |
| Charitable organizations | 2 | $9.8M |
States served
TX
Official SEC filing: View on IAPD