RGT WEALTH ADVISORS, LLC

RGT WEALTH ADVISORS
DALLAS, Texas·25 registered advisors·CRD# 104953
SEC# 801-270900214-360-7000
01

Firm Overview

AUM
$5.8B
Regulatory assets under management
Employees
68
Total firm employees
Advisors
25
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at RGT WEALTH ADVISORS, LLC

25 registered advisors
Adam Charles Goldenberg
DALLAS, Texas
Anne K Hill
DALLAS, Texas
Ashley Davis Blanchette
DALLAS, Texas
Ash Narayan
DALLAS, Texas
Charles Edward Thoele
DALLAS, Texas
Colleen Marie Affeldt
DALLAS, Texas
Craig Graham Cardwell
DALLAS, Texas
Gregory Thomas Bone
DALLAS, Texas
Heather Medwick Pesikoff
DALLAS, Texas
Jaime E Ross
DALLAS, Texas
James Spottswood Tardy
DALLAS, Texas
Jeremy Joseph Hudson
DALLAS, Texas
Joanna Christine Jadlow
DALLAS, Texas
John Alexander Bricker
DALLAS, Texas
John Shelton Cox
DALLAS, Texas
Joseph Patrick Nolan
DALLAS, Texas
Kenneth Mark Mcclanahan
DALLAS, Texas
Mark Charles Griege
DALLAS, Texas
Matthew Joseph Krauss
DALLAS, Texas
Michael James Shockley
DALLAS, Texas
Peter Alan Lodwick
DALLAS, Texas
Stanley Sangwon Bae
DALLAS, Texas
Stephen Craig Raffaele
DALLAS, Texas
Timothy Michael Weber
DALLAS, Texas
Todd Richard Amacher
DALLAS, Texas
05

Office Locations

DALLAS, Texas
25 advisors

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Data sourced from SEC Form ADV filings. RGT WEALTH ADVISORS, LLC (CRD# 104953) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.