RGT Wealth Advisors, LLC Info

RGT Wealth Advisors, LLC info

RGT Wealth Advisors, LLC (SEC CIK 1689872) first filed with the SEC on 2016-12-01 (Form 13F-HR) and has filed 27 times since, including 25 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 5950 SHERRY LANE, SUITE 600, DALLAS, TX, 75225.

Name: Value RGT Wealth Advisors, LLC.
SEC CIK: Value 1689872.
State of organization: Value DE.
Business address: Value 5950 SHERRY LANE, SUITE 600, DALLAS, TX, 75225.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	RGT Wealth Advisors, LLC
SEC CIK	1689872
State of organization	DE
Business address	5950 SHERRY LANE, SUITE 600, DALLAS, TX, 75225
Mailing address	5950 SHERRY LANE, SUITE 600, DALLAS, TX, 75225
Phone	(214)360-7000
Fiscal year end	December 31
Former names	RGT Capital Management, Ltd. (2016-12-01 to 2018-11-14)

SEC Filing History

Field	Value
First SEC filing	2016-12-01 (Form 13F-HR)
Latest SEC filing	2022-11-08 (Form 13F-HR)
Filings on EDGAR	27
First Form 13F-HR	2016-12-01 (quarter ended 2016-09-30)
Latest Form 13F-HR	2022-11-08 (quarter ended 2022-09-30)
Form 13F-HR filings	25

Filings by Form

Form	Filings	Latest
13F-HR	25	2022-11-08
13F-HR/A	2	2017-02-13

Filings by Year

Year	Filings	Form 13F-HR
2022	4	4
2021	4	4
2020	4	4
2019	4	4
2018	4	4
2017	6	4
2016	1	1

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