RIA Intel›Advisers›Texas›RGT WEALTH ADVISORS, LLC

RGT WEALTH ADVISORS, LLC

Advisory

N·DALLAS, TX

Data as of Mar 1, 2023 · Source: SEC Form ADV

Total AUM

$5.8B

1-Year AUM Growth

0.0%

3-Year CAGR

+10.2%

Employees

38

Assets Under Management

Total AUM$5.8B

Discretionary AUM$5.6B

Non-Discretionary AUM$195M

Discretionary %96.6%

Total Clients—

Team

Total Employees38

Investment Advisers68

Employee Growth (1Y)—

Filing History

Total Filings on Record68

First FilingJan 30, 2001

Latest FilingMar 1, 2023

🔒 Full AUM trend chart and 68 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on RGT WEALTH ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.