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- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- Alpha glacierHorizon +more
- Established Date
- 04-20-2012
- Office Locations
- 1
Office Locations
About Post OAK Private Wealth Advisors
Post Oak Private Wealth Advisors is a Houston-based fiduciary RIA serving families nationwide with wealth management and financial planning focused on retirement distribution planning and tax optimization. The firm emphasizes advanced risk-managed, active portfolio management and publishes regular market/economic commentary and white papers. Led by CIO Robert M. Wyrick Jr., a frequent national media source and multi-year Texas Monthly Five Star award recipient; custodies include Schwab and Fidelity.
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Owner & Executives
ROBERT M. WYRICK, JR.
Chief Compliance Officer, Private Wealth Advisor
- CRD
- #1219995
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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DONNA MARIE BEHLER
Vice President
- CRD
- #2770361
EDMUND SCOTT BORGMEIER
--
- CRD
- #4433822
Eagle eagle
Beacon timber vital
- CRD
- #53019
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $390,930,642 | $499,911 |
| Non-Discretionary | $0 | -- |
| Total | $390,930,642 | $499,911 |
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Separately Managed Accounts
Total SMA Asset: $390,930,642
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $651,825,833 | 16.0% |
| Public Funds | $382,947,677 | 9.4% |
| Cash | $1,592,899,380 | 39.1% |
| Other | $1,446,238,569 | 35.5% |
| Total | $4,073,911,459 | 100.0% |