RGT Wealth Advisors
Finance · Texas, United States · 51-200 Employees
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Overview
Headquarters
5950 Sherry Ln Ste 600, Dallas, Texas, 7...Phone Number
(949) 955-5525Website
www.rgtadvisors.comRevenue
$36.1 MillionIndustry
ZI Rank: 1
Signal Type
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About RGT Wealth Advisors
RGT Wealth Advisors provides financial planning and investment management advisory services for individuals and families. The company was founded in 1985 and is based in Dallas, Texas with an additional office in Newport Beach, California.Explore more
RGT Wealth Advisors Org Chart
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Activity Insights
RGT Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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RGT Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about RGT Wealth Advisors.
RGT Wealth Advisors Tech Stack
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Most Recent Scoops
Promotion
Executive Move
Promotion
Executive Move
RGT Wealth Advisors has announced that Jeremy Hudson has been promoted from Managing Director to the role of Chief Planning Officer.
Mergers & Acquisitions (M&A)
Mergers & Acquisitions (M&A)
RGT Wealth Advisors News & Media
RGT Wealth Advisors Announces C. Price Wagner As a Managing Director
DALLAS, Nov. 2, 2021 /PRNewswire/ -- RGT Wealth Advisors ("RGT") is pleased to announce that C. Price Wagner has joined the firm as a Managing Director. Price brings a combined twenty-five years of experience in managing and overseeing commercial real estate developments and acquisitions...CI Financial Affiliate RGT Wealth Advisors Acquires Odyssey Wealth, Merging Two Successful Dallas RIAs
DALLAS--(BUSINESS WIRE)---- $CIXX #acquisitions--RGT Wealth Advisors, a subsidiary of CI Financial, has acquired Odyssey Wealth, a Dallas-area registered investment advisor.RGT Wealth Advisors Announces Heather Pesikoff
HOUSTON, Sept. 14, 2021 /PRNewswire/ -- RGT Wealth Advisors ("RGT") is pleased to announce that Heather Pesikoff has joined the firm as a Managing Director, Chief Operating Officer and Chief Compliance Officer. Heather has spent over twenty years advising high net worth individuals and...RGT Wealth Advisors Announces Steve Novak As A Managing Director
DALLAS, May 3, 2021 /PRNewswire/ -- RGT Wealth Advisors ("RGT") is pleased to announce that Steve Novak has joined the firm as a Managing Director. Steve Novak has spent the last twenty years advising wealthy individuals and family offices on estate, gift, and income tax planning matters....
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Frequently Asked Questions Regarding RGT Wealth Advisors
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RGT Wealth Advisors provides financial planning and investment management advisory services for individuals and families. The company was founded in 1985 and is based in Dallas, Texas with an additional office in Newport Beach, California.... Read More
