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Wealth Manager • Dallas, United States

RGT Wealth Advisors

RGT Wealth Advisors is a wealth manager based in Dallas, United States, founded in 1985. Verified contact details, AUM data, and investment preferences on FindLPs.

$5.0B
Assets Under Mgmt
1985
Year Founded
Wealth Manager
Investor Type
Dallas, United States
Headquarters
About

RGT Wealth Advisors

RGT Wealth Advisors is an independent financial advisory firm headquartered in Dallas, Texas. It is now part of the Corient group. We involve the client in the decision-making process, and above all else, we hold highly our fiduciary obligation to our clients and pledge to serve you with utmost good faith and integrity.

Investment Focus

What RGT Wealth Advisors Invests In

Investment types: Joint Venture/Partner, Venture Capital - Early Stage, Venture Capital, Private Equity, Investment Funds

Sectors & themes: Investment Management, Wealth & Estate Planning, Options Trading, Equity/Mutual Funds, Equity Securities, Conservative Allocation, Startups & Management, Finance, Financial Services, Traditional Investments (Liquid Assets), Alternative Investments

Preferred geographies: United States

Location: 5950 Sherry Lane, Suite 600\nDallas\nTexas\n75225\nUnited States

Contact RGT Wealth Advisors

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.