CRD: 159293
Post OAK Private Wealth Advisors
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 1, 2025 and January 16, 2026, reported AUM increased 38.6%, from $282.0M to $390.9M.
Across 5 reported observations, AUM increased 88.5% between July 14, 2022 and January 16, 2026, from $207.4M to $390.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 377 clients, or 53.9 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on January 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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- Client Personas
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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
Wealth Manager
- CRD
- #4433822
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
SMA allocation detail is available
Post OAK Private Wealth Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.