RTW FINANCIAL ADVISORS INC
CRD #109934 SEC #801-38676 DALLAS, TX 972-960-1212
SEC Registered
Total AUM
$508.5M
Discretionary
$478.3M
Employees
11
Clients
10
Accounts
500
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROE, PETER, HOWARD | I | CHAIRMAN/TREASURER | C | Control |
| ROE, PETER, HOWARD | I | CHAIRMAN/TREASURER | C | Control |
| ROE, PETER, HOWARD | I | CHAIRMAN/TREASURER | C | Control |
| ROE, PETER, HOWARD | I | VICE PRESIDENT | C | Control |
| ROE, PETER, HOWARD | I | CHAIRMAN/TREASURER | C | Control |
| ROE, PETER, HOWARD | I | CHAIRMAN/TREASURER | C | Control |
| ROE, PETER, HOWARD | I | CHAIRMAN/TREASURER | C | Control |
| ROE, PETER, HOWARD | I | CHAIRMAN/TREASURER | C | Control |
| ROE, PETER, HOWARD | I | VICE PRESIDENT | C | Control |
| ROE, PETER, HOWARD | I | VICE PRESIDENT | C | Control |
| ROE, PETER, HOWARD | I | VICE PRESIDENT | C | Control |
| ROE, PETER, HOWARD | I | VICE PRESIDENT | C | Control |
| ROE, PETER, HOWARD | I | VICE PRESIDENT | C | Control |
| ROE, PETER, HOWARD | I | VICE PRESIDENT | C | Control |
| ROE, PETER, HOWARD | I | VICE PRESIDENT | C | Control |
| ROE, PETER, HOWARD | I | VICE PRESIDENT | C | Control |
| ROE, PETER, HOWARD | I | PRESIDENT | C | Control |
| ROE, PETER, HOWARD | I | PRESIDENT | C | Control |
| ROE, PETER, HOWARD | I | PRESIDENT | C | Control |
| ROE, PETER, HOWARD | I | PRESIDENT | C | Control |
| ROE, PETER, HOWARD | I | PRESIDENT | C | Control |
| ROE, PETER, HOWARD | I | PRESIDENT | C | Control |
| ROE, PETER, HOWARD | I | PRESIDENT | C | Control |
| ROE, PETER, HOWARD | I | PRESIDENT | C | Control |
| WILLIAMS, MORRIS, C | I | TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, C | I | TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, C | I | TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, C | I | TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, C | I | TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, C | I | TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, C | I | TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, C | I | TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, C. "KIT" | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, C. "KIT" | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, C. "KIT" | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, C. "KIT" | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, C. "KIT" | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, C. "KIT" | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, CHRISTOPHER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, CHRISTOPHER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, CHRISTOPHER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, CHRISTOPHER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, CHRISTOPHER | I | PRESIDENT | C | Control |
| WILLIAMS, MORRIS, CHRISTOPHER | I | PRESIDENT | C | Control |
| WILLIAMS, MORRIS, CHRISTOPHER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, CHRISTOPHER | I | PRESIDENT | C | Control |
| WILLIAMS, MORRIS, CHRISTOPHER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| WILLIAMS, MORRIS, CHRISTOPHER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (1)
TX
Address
5757 ALPHA ROADSUITE 700
DALLAS, TX 75240
United States
Phone: 972-960-1212