DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Post Oak Private Wealth Advisors

Independent wealth managerHouston, TexasCRD 159293SEC 801-117111website IAPD

Legal name Rmw Advisors, LLC

Latest filing Jan 16, 2026

First filing on the tape Jul 2, 2019 · 15 filings

SEC status approved since Jul 6, 2019

RAUM

$391M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

98%

$383M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$55.8M

derived; firm RAUM over IAPD count

Employees

7 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

15 filings and snapshots on the tape

RAUM$391M as of Jan 16, 2026

Mar 5, 2020$133M then

HNW client RAUM$319M as of Jan 16, 2026

Mar 5, 2020$83.6M then

State-registered IARs (5.B.3)7 as of Jan 16, 2026

Mar 5, 20206 then

Employees (5.A)7 as of Jan 16, 2026

Mar 5, 20206 then

Private funds: no history

RAUM +39% over the last fiscal year+30% a year over threeIARs 6 to 7offices 0 to 1

Practice profile

derived from the filing of Jan 16, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control

RAUM per advisor: $55.8MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 54derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.6MderivedHNW RAUM over HNW clients
Average account: $499,911derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 2.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.0derivedItem 5.A over advisors
Advisors per office: 3.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year: +39%derivedbetween the last two annual amendments
Advisor growth, one year: +17%derivedItem 5.B.3 between annual amendments
Client growth, one year: +22%derived
Compensation: percentage of assets, hourlyreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, selection of other advisers, otherreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$319M82%
Individuals$63.7M16%
Pension and profit-sharing plans$8.3M2.1%

Individual clients: 287reported
HNW clients: 89reported
Pension plan clients: 1reported
Charitable clients: n/areported
Accounts: 782reported
Financial planning clients: 101-250reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, hourlyreported
Class basis: private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

7 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Robert M. Wyrick, Jr.	Houston, Tx	Apr 20, 2012	34 y	6
Donna Marie Behler	Houston, Tx	Jun 18, 2013	30 y	4
Edmund Scott Borgmeier	Houston, Tx	May 30, 2018	24 y	3
Jason Michael Burdine	Houston, Tx	Jul 23, 2019	22 y	4
Savannah Gail Krenek	Houston, Tx	Mar 9, 2022	16 y	0
Marium Yamile MurphyCertified Financial Planner	Houston, Tx	Apr 4, 2024	12 y	1
David Evan MarionChartered Financial Analyst	Houston, Tx	Oct 1, 2025	36 y	2

Advisor movement

0 left, 1 joined in 12 months

net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

Austin John Neddenriep to Bayou Bridge Capital Advisors, LLC
Aug 1, 2022 · RIA to a state-registered adviser
Jaimin Michael Garabedian to Assurance Wealth Management
Jan 11, 2019 · RIA to a state-registered adviser
Samir Sinha to Stavis Wealth Transfer Solutions
Mar 19, 2018 · RIA to RIA
Colleen Ann Ziegler to United Capital Financial Advisors
Apr 19, 2016 · Other

Joined, latest

David Evan Marion from Santa Fe Advisors LLC
Oct 1, 2025 · RIA to RIA
Marium Yamile Murphy from Mosaic Advisors
Apr 4, 2024 · RIA to RIA
Austin John Neddenriep from LPL Financial LLC
Jul 5, 2022 · RIA to RIA
Jason Michael Burdine from Incomar Investments, LLC
Jul 23, 2019 · Other
Edmund Scott Borgmeier from Wells Fargo Advisors
May 30, 2018 · Wirehouse to independent RIA
Jaimin Michael Garabedian from Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sep 29, 2017 · Wirehouse to independent RIA
Samir Sinha from Bok Financial Asset Management, Inc.
Jul 22, 2017 · Other
Donna Marie Behler from Fsc Securities Corporation
Jun 18, 2013 · Other
Robert M. Wyrick, Jr. from Fsc Securities Corporation
Apr 20, 2012 · Other

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

M. Robert Jr. Wyrick · Managing Member/Chief Compliance Officercontrol
since 11/2011 · owns 75% or more

Related persons

Schedule D 7.A

Post Oak Private Wealth Advisors
real estatey

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Houston, Tx · principal	7	1	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

RAUM up 25 %Change between filings · filing Jan 16, 2026
RAUM (Item 5.F) moved from $282,025,465 to $390,930,642 (+39.0%) between the annual amendments of 2025-02-04 and 2026-01-16; the peer median change was +15.0% (4550 comparable advisers, 92.0th percentile of changes)
peers: independent wealth managers, $100M to $500M (4,550) · 92% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 679 to 782
Oct 1, 2025 to Jan 16, 2026
Advisory employees · 6 to 7
Oct 1, 2025 to Jan 16, 2026
HNW clients · 59 to 89
Oct 1, 2025 to Jan 16, 2026
Individual clients · 249 to 287
Oct 1, 2025 to Jan 16, 2026
Employees · 6 to 7
Oct 1, 2025 to Jan 16, 2026
Financial planning clients · 1-10 to 101-250
Oct 1, 2025 to Jan 16, 2026
State-registered IARs · 6 to 7
Oct 1, 2025 to Jan 16, 2026
Other offices · 0 to 1
Oct 1, 2025 to Jan 16, 2026
Discretionary RAUM · $282M to $391M
Oct 1, 2025 to Jan 16, 2026
HNW RAUM · $220M to $319M
Oct 1, 2025 to Jan 16, 2026
Individual RAUM · $55.5M to $63.7M
Oct 1, 2025 to Jan 16, 2026
Pension RAUM · $6.6M to $8.3M
Oct 1, 2025 to Jan 16, 2026
RAUM · $282M to $391M
Oct 1, 2025 to Jan 16, 2026
Accounts · 594 to 679
Jul 26, 2024 to Feb 4, 2025
Advisory employees · 5 to 6
Jul 26, 2024 to Feb 4, 2025
HNW clients · 74 to 59
Jul 26, 2024 to Feb 4, 2025
Individual clients · 193 to 249
Jul 26, 2024 to Feb 4, 2025
Employees · 5 to 6
Jul 26, 2024 to Feb 4, 2025
Financial planning clients · 26-50 to 1-10
Jul 26, 2024 to Feb 4, 2025
State-registered IARs · 5 to 6
Jul 26, 2024 to Feb 4, 2025
Discretionary RAUM · $204M to $282M
Jul 26, 2024 to Feb 4, 2025
HNW RAUM · $165M to $220M
Jul 26, 2024 to Feb 4, 2025
Individual RAUM · $33.7M to $55.5M
Jul 26, 2024 to Feb 4, 2025
Pension RAUM · $5.7M to $6.6M
Jul 26, 2024 to Feb 4, 2025
RAUM · $204M to $282M
Jul 26, 2024 to Feb 4, 2025
Advisory activities · 3 to 4
Feb 28, 2024 to Jul 26, 2024
Accounts · 570 to 594
Feb 22, 2023 to Feb 28, 2024
Advisory employees · 8 to 5
Feb 22, 2023 to Feb 28, 2024
HNW clients · 41 to 74
Feb 22, 2023 to Feb 28, 2024
Individual clients · 224 to 193
Feb 22, 2023 to Feb 28, 2024
Employees · 8 to 5
Feb 22, 2023 to Feb 28, 2024
State-registered IARs · 8 to 5
Feb 22, 2023 to Feb 28, 2024
Discretionary RAUM · $178M to $204M
Feb 22, 2023 to Feb 28, 2024
HNW RAUM · $132M to $165M
Feb 22, 2023 to Feb 28, 2024
Individual RAUM · $41.1M to $33.7M
Feb 22, 2023 to Feb 28, 2024
Pension RAUM · $4.8M to $5.7M
Feb 22, 2023 to Feb 28, 2024
RAUM · $178M to $204M
Feb 22, 2023 to Feb 28, 2024
Accounts · 506 to 570
Jul 14, 2022 to Feb 22, 2023
HNW clients · 54 to 41
Jul 14, 2022 to Feb 22, 2023
Individual clients · 188 to 224
Jul 14, 2022 to Feb 22, 2023

Signals

3 dated events

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

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/post-oak-private-wealth-advisorsreportedpublic record, Form ADV, Sep 18, 2026
Website: POSTOAKPRIVATEWEALTH.COMreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 281-580-2100reportedpublic record, Form ADV, Jan 16, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $55.8Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026