SEC Form ADV

POST OAK PRIVATE WEALTH ADVISORS

Registered Investment AdviserTX
$390.9M
Assets Under Management
782
Total Clients
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Registration Details

Accession
CRD-159293
Location
HOUSTON, TX
Filing Date
January 16, 2026
AUM
$390.9M
Total Clients
782
Amendment
No

About this Adviser

POST OAK PRIVATE WEALTH ADVISORS is a registered investment adviser headquartered in HOUSTON, TX, managing approximately $390.9M in assets across 782 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.