# Post Oak Private Wealth Advisors

Post Oak Private Wealth Advisors is a Bank / Wealth / Trust based in Houston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** postoakprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/post-oak-private-wealth-advisors

## Regulatory record

- **CRD number:** 159293
- **SEC file number:** 801-117111
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159293

## About

Post Oak Private Wealth Advisors was established in Houston, Texas in 2011 as a registered investment adviser. The firm provides investment advisory services including financial planning and portfolio management to a client base spanning individuals, institutions, and business entities. Its founding and ownership structure remain closely held, with no named principals or wealth-origin narrative in the public record. The firm's investment posture appears anchored in traditional wealth management — constructing and managing portfolios for private clients while offering financial planning services. No asset-class weighting, stage preference, or named portfolio positions are publicly reported. The geographic focus centers on Houston and Texas, consistent with the firm's physical presence and local market orientation. Team size, total assets under management, and total capital deployed remain undisclosed. The firm maintains no public LinkedIn presence, no scraped website content, and no media coverage or regulatory filings that surface operational scale. As a Texas-domiciled RIA, Post Oak operates under SEC or state regulatory registration, though the specific registration tier and ADV filing details are not affirmatively sourced in this profile. No adjacent vehicles — philanthropic foundations, real-asset arms, or club memberships — are associated with the firm in the public record. The firm's structural posture is that of a traditional, privately held RIA serving a concentrated geographic market without the transparency obligations or public profile of institutional allocators. This opacity is common among smaller wealth management practices, though it limits external evaluation. Succession and governance arrangements are not publicly disclosed.

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Last updated: 2026-08-11T02:43:31.692Z

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