David Evan Marion
Investment adviser representative at Post Oak Private Wealth Advisors
12 yearsExperience
1 stateRegistered in
CFADesignation
$390.9MFirm assets
Are you David Evan Marion? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Post Oak Private Wealth AdvisorsOct 2025 to now
- Santa Fe Advisors, LLCApr 2014 to Sep 2025
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
State registrations
Registered as an investment adviser representative in 1 state (TX).
Post Oak Private Wealth Advisors
Legal name: Rmw Advisors, LLC
$390.9MAssets managed
377Clients
7Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2003031
- Firm CRD
- 159293