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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

POST OAK PRIVATE WEALTH ADVISORS

RMW ADVISORS, LLC, CRD 159293

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:55c238e9-073c-d0e7-ab03-c2dc673e7bfc

Data as of Jan 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Jul 2, 2019 to Jan 16, 2026
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $391MItem 5.F on the latest filing (2026-01-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $391M
Private client RAUM: $383MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $55.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 782
Individual clients: 287
High net worth clients: 89
SEC number: 801-117111
CRD: 159293
Filings on the tape: 15
First filed: Jul 2, 2019
Latest filed: Jan 16, 2026
Organised: Limited Liability Company, TX
Website: postoakprivatewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT M. WYRICK, JR.	n/a	HOUSTON, TX	14	34	6	no
DONNA MARIE BEHLER	n/a	HOUSTON, TX	13	30	4	no
EDMUND SCOTT BORGMEIER	n/a	HOUSTON, TX	8	24	3	no
JASON MICHAEL BURDINE	n/a	HOUSTON, TX	7	22	4	no
Savannah Gail Krenek	n/a	HOUSTON, TX	4	16	n/a	no
Marium Yamile Murphy	Certified Financial Planner	HOUSTON, TX	2	12	1	no
DAVID EVAN MARION	Chartered Financial Analyst	HOUSTON, TX	0	36	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WYRICK, JR., ROBERT, M.	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	11/2011	Jul 2, 2019	Jul 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
POST OAK PRIVATE WEALTH ADVISORS	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 16, 2026	$391M	$391M	7	7	1	n/a	n/a
2024	Feb 4, 2025	$282M	$282M	6	6	0	n/a	n/a
2023	Feb 28, 2024	$204M	$204M	5	5	0	n/a	n/a
2022	Feb 22, 2023	$178M	$178M	8	8	0	n/a	n/a
2021	Feb 21, 2022	$207M	$207M	6	6	0	n/a	n/a
2020	Feb 3, 2021	$164M	$164M	6	6	0	n/a	n/a
2019	Mar 5, 2020	$133M	$133M	6	6	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$391M	$282M	38.6%	$178M	29.9%	7	6	1	0

Relationships

Registered with (11)

← DAVID EVAN MARIONAdvisorregistration: current employment
Oct 1, 2025 to presentfactForm ADV
← Marium Yamile MurphyAdvisorregistration: current employment
Apr 4, 2024 to presentfactForm ADV
← Savannah Gail KrenekAdvisorregistration: current employment
Mar 9, 2022 to presentfactForm ADV
← JASON MICHAEL BURDINEAdvisorregistration: current employment
Jul 23, 2019 to presentfactForm ADV
← EDMUND SCOTT BORGMEIERAdvisorregistration: current employment
May 30, 2018 to presentfactForm ADV
← DONNA MARIE BEHLERAdvisorregistration: current employment
Jun 18, 2013 to presentfactForm ADV
← ROBERT M. WYRICK, JR.Advisorregistration: current employment
Apr 20, 2012 to presentfactForm ADV
← AUSTIN JOHN NEDDENRIEPAdvisorregistration: previous registration
Jul 5, 2022 to Aug 1, 2022factForm ADV
← JAIMIN Michael GARABEDIANAdvisorregistration: previous registration
Sep 29, 2017 to Jan 11, 2019factForm ADV
← Samir SinhaAdvisorregistration: previous registration
Jul 22, 2017 to Mar 19, 2018factForm ADV
← COLLEEN ANN ZIEGLERAdvisorregistration: previous registration
Aug 28, 2014 to Apr 19, 2016factForm ADV

Controls (1)

← WYRICK, JR., ROBERT, M.OwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jul 2, 2019 to Jul 26, 2024factForm ADV

Dated events

Occurred
Jan 16, 2026
Regulatory AUM changed
Post Oak Private Wealth Advisors reported RAUM $390.9M, up 39% from $282.0M (2025-10-01 to 2026-01-16)
Form ADVobserved 5 days ago
$109M
Occurred
Aug 1, 2022
Advisor changed firm
Austin John Neddenriep left Post Oak Private Wealth Advisors for Bayou Bridge Capital Advisors, Llc (registered 2022-08-04)
Form ADVobserved 5 days ago
Occurred
Jul 2, 2019
First Form ADV filing
Post Oak Private Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:55c238e9-073c-d0e7-ab03-c2dc673e7bfc
First observed: Jul 2, 2019
Last observed: Jan 16, 2026 8 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

POST OAK PRIVATE WEALTH ADVISORS

RMW ADVISORS, LLC, CRD 159293

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:55c238e9-073c-d0e7-ab03-c2dc673e7bfc

Data as of Jan 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:15 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT M. WYRICK, JR.

n/a

HOUSTON, TX

DONNA MARIE BEHLER

n/a

HOUSTON, TX

EDMUND SCOTT BORGMEIER

n/a

HOUSTON, TX

JASON MICHAEL BURDINE

n/a

HOUSTON, TX

Savannah Gail Krenek

n/a

HOUSTON, TX

n/a

Marium Yamile Murphy

Certified Financial Planner

HOUSTON, TX

DAVID EVAN MARION

Chartered Financial Analyst

HOUSTON, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WYRICK, JR., ROBERT, M.

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

11/2011

Jul 2, 2019

Jul 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

POST OAK PRIVATE WEALTH ADVISORS

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 16, 2026

$391M

n/a

2024

Feb 4, 2025

$282M

n/a

2023

Feb 28, 2024

$204M

n/a

2022

Feb 22, 2023

$178M

n/a

2021

Feb 21, 2022

$207M

n/a

2020

Feb 3, 2021

$164M

n/a

2019

Mar 5, 2020

$133M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$391M

$282M

38.6%

$178M

29.9%