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RTW FINANCIAL ADVISORS INC

DALLAS, TX · CRD 109934 · IAPD ↗ · 972-960-1212

$581.0MRegulatory AUM
3Advisory reps
11Employees
2Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — RTW FINANCIAL ADVISORS INC crossed $500M in regulatory AUM ($472.0M -> $508.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.