RGT Wealth Advisors LLC
Legal Name: RGT WEALTH ADVISORS, LLC
Full Contact Details
RGT Wealth Advisors LLC
5950 SHERRY LANE, STE. 600, DALLAS, TX
214-360-7000
214-360-7010
Other Info
RGT Wealth Advisors LLC is a top-tier TX Limited Liability Company with more than 30 experienced employees serving 6 clients. Established in 1986, this firm has remained SEC-approved, offering reliable financial advisory services that meet the evolving needs of its diverse client base.
CI RGT Wealth Advisors - HOME
Phone: 123-456-7890 HOME WHO WE ARE ABOUT US OUR TEAM WHAT WE OFFER OUR FOCUS OUR APPROACH CONTACT US MY RGT LOGIN HOME WHO WE ARE ABOUT US OUR TEAM WHAT WE OFFER OUR FOCUS OUR APPROACH CONTACT US MY RGT LOGIN ☰ HOME WHO WE ARE ABOUT US OUR TEAM WHAT WE OFFER OUR FOCUS OUR APPROACH CONTACT US MY R…
Direct Owners
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ADAM CHARLES GOLDENBERG
MEMBER owns less than 5%
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ANNE K HILL
CHIEF COMPLIANCE OFFICER owns less than 5%
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ASHLEY DAVIS BLANCHETTE
MEMBER owns less than 5%
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CHARLES EDWARD THOELE
MANAGER AND MEMBER owns more than 10% but less than 25%
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COLLEEN MARIE AFFELDT
MEMBER owns less than 5%
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GREGORY THOMAS BONE
MEMBER owns less than 5%
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JAMES SPOTTSWOOD TARDY
MEMBER owns more than 5% but less than 10%
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JEREMY JOSEPH HUDSON
MEMBER owns less than 5%
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JOANNA CHRISTINE JADLOW
MEMBER owns less than 5%
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JOHN ALEXANDER BRICKER
MEMBER owns less than 5%
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JOHN SHELTON COX
CHIEF OPERATING OFFICER owns less than 5%
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JOSEPH PATRICK NOLAN
MANAGER AND MEMBER owns more than 10% but less than 25%
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KENNETH MARK MCCLANAHAN
MEMBER owns less than 5%
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MARK CHARLES GRIEGE
CHIEF EXECUTIVE OFFICER, MANAGER AND MEMBER owns more than 10% but less than 25%
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MATTHEW JOSEPH KRAUSS
MEMBER owns less than 5%
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MICHAEL JAMES SHOCKLEY
MEMBER owns less than 5%
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PETER ALAN LODWICK
GENERAL COUNSEL AND MEMBER owns less than 5%
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TIMOTHY MICHAEL WEBER
MEMBER owns more than 5% but less than 10%
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TODD RICHARD AMACHER
MEMBER owns more than 5% but less than 10%
Custodians
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CHARLES SCHWAB & CO., INC.
United States