RNS WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 297486
- Website
- www.rnswealthmanagement.com
- Custodians
- AMERICAN FUNDS & TRUSTS INCORPORATED
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
RNS Wealth Management, LLC is an independent, individual-owned registered investment adviser that focuses on advising individuals and families through fee-based planning and portfolio management. The firm acts as a capital allocator with a clear preference for publicly traded equities; its reported asset mix shows a heavy tilt toward exchange-traded equities as the primary vehicle for client portfolios. Services include financial planning, portfolio management for individuals and small businesses, selection of third-party advisers and educational seminars or workshops, indicating a hybrid advisory model that blends hands-on portfolio oversight with client education and manager selection. The firm does not position itself as an ESG investor and is not a multi-state adviser. RNS Wealth Management, LLC lists industry affiliations with a law firm and an insurance company, which suggests access to legal and risk-transfer resources that can support estate, tax and insurance planning components of client relationships. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed fees, allowing flexibility for both ongoing asset management engagements and project-based financial planning work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
3 of 3COLIN NORMAN
Co-FounderCRD 6463850
ROBERT RAMSEY
Co-FounderCRD 5149627
JASON SHRIEVE
PartnerCRD 6032007
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 700 Louisiana St
- Time zone
- CT (UTC-6)
- Office locations
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