RNS WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
$4M
Discretionary
$4M
100% of AUM
Avg account
$53.3K
Accounts
75
Employees
3
Advisory reps
3

Firm details

Headquarters
HOUSTON, Texas
CRD number
297486
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

3 of 3
  • COLIN NORMAN

    Co-FounderCRD 6463850

  • ROBERT RAMSEY

    Co-FounderCRD 5149627

  • JASON SHRIEVE

    PartnerCRD 6032007

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth