Post Oak Private Wealth Advisors

CRD 159293 · Houston, TX · $390.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 159293
SEC number: 801-117111
Firm type: RIA
Assets under management: $390.9M as of Jan 16, 2026
Website: www.postoakprivatewealth.com ↗
Phone: 281-580-2100
Address: 1200 Smith Street, Houston, TX, 77002

Advisors at this firm

7 in our index · page 1 of 1

Donna Marie BehlerCRD 2770361 · Houston, TX

IA Registered
Edmund Scott BorgmeierCRD 4433822 · Houston, TX

IA RegisteredRegistration inactive
Jason Michael BurdineCRD 4805654 · Houston, TX

IA RegisteredRegistration inactive
Savannah Gail KrenekCRD 7204540 · Houston, TX

IA Registered
David Evan MarionCRD 2003031 · Houston, TX

IA Registered
Marium Yamile MurphyCRD 7117852 · Houston, TX

IA Registered
Robert M. Wyrick, Jr.CRD 1219995 · Houston, TX

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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