CRD: 297486
RNS Wealth Management, LLC
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- Custodian
- American Funds ยท Capital Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-16-2018
- Office Locations
- 1
Office Locations
About RNS Wealth Management, LLC
RNS Wealth Management is a Houston-based fiduciary RIA serving families, professionals, and business owners through all phases of their financial journey. The firm provides holistic planning and investment management, including retirement planning, tax management, estate planning, and charitable giving. Regulatory data indicates their managed portfolios are primarily ETF-based.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
COLIN NORMAN
INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6463850
- Ownership
- 25% but less than 50%
ROBERT A RAMSEY
INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Senior Portfolio Manager, Vice President
- CRD
- #5149627
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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