RGT Wealth Advisors

Evidence PackPROIndependent

Real EstateSHAWNEE, KS, US Website

AUM

$897M

Ownership

independent

Stakeability

33 / VERY LOW

Priority

Tier

Employees

RGT Wealth Advisors specializes in managing real estate investments and offers tailored solutions for high-net-worth individuals seeking to grow their wealth through property assets.

SEC RegisteredFund PerformanceBDC ExposureTeam DataRegulatory

Coverage

42%

Adaptive profile: standard

Signals present

5/12

SEC / ADVFund Performance(50)BDC Exposure(3)13F Holders(0)Team(30)ILS Deals(0)Regulatory(4)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

33 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

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IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

111147

SEC File Number

801-29358

Registration Type

Registered

Filing Date

May 28, 2025

Employee Count

N/A

Discretionary AUM

$35.2B

Private Funds

PE Funds

N/A

VC Funds

N/A

RE Funds

N/A

Hedge Funds

N/A

Gross Assets (Private)

$70.7M

Source: SEC IAPD