# Post Oak Private Wealth Advisors

> Post Oak Private Wealth Advisors is an SEC-registered investment advisory firm in Houston, TX, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 16, 2026.

- CRD: 159293
- Filed as: POST OAK PRIVATE WEALTH ADVISORS
- Legal name: RMW Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: January 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159293
- AdvisorCensus page: https://advisorcensus.com/firm/post-oak-private-wealth-advisors-houston-tx-159293

## Quick answers

**How is Post Oak Private Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Post Oak Private Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Post Oak Private Wealth Advisors located?**
Post Oak Private Wealth Advisors' principal office is in Houston, TX, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Post Oak Private Wealth Advisors registered with the SEC or a state?**
Post Oak Private Wealth Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 159293.

**How much does Post Oak Private Wealth Advisors manage?**
Post Oak Private Wealth Advisors reports $390,930,642 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (100% discretionary).

**How have Post Oak Private Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Post Oak Private Wealth Advisors: Regulatory assets under management: $163,901,105 in the October 2021 data and $390,930,642 in the October 2026 data, up 139%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Post Oak Private Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (287); high net worth individuals (89); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Post Oak Private Wealth Advisors use?**
Post Oak Private Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and SEI as custodians holding 10% or more of its separately managed account assets.

**Does Post Oak Private Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159293

**What changed in Post Oak Private Wealth Advisors' recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $282,025,465 to $390,930,642 (+39%). Employees performing advisory functions went from 6 to 7. Added an office in Clearwater, FL. Registered or notice-filed in NM. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- SEI

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $390,930,642
- Discretionary: $390,930,642
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 287 | $63,677,023 |
| High net worth individuals | 89 | $318,967,311 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $8,286,308 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NM, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Clearwater, FL

### Websites listed on Form ADV (Item 1.I)
- postoakprivatewealth.com
- Facebook @POSTOAKPRIVATEWEALTH
- LinkedIn @post-oak-private-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $163,901,105 | 6 | February 3, 2021 |
| October 2022 | $207,435,649 | 8 | July 14, 2022 |
| October 2023 | $178,355,446 | 8 | February 22, 2023 |
| October 2024 | $204,498,842 | 5 | July 26, 2024 |
| October 2025 | $282,025,465 | 6 | February 4, 2025 |
| October 2026 | $390,930,642 | 7 | January 16, 2026 |

Regulatory assets under management: $163,901,105 in the October 2021 data and $390,930,642 in the October 2026 data, up 139%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $282,025,465 to $390,930,642 (+39%).
- Employees performing advisory functions went from 6 to 7.
- Added an office in Clearwater, FL.
- Registered or notice-filed in NM.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Post Oak Private Wealth Advisors (CRD 159293): Form ADV filing data as of October 2026.