Rhame & Gorrell Wealth Management
Firm details
- Headquarters
- The Woodlands, Texas
- CRD number
- 283027
- Registered since
- March 1, 2016
- Website
- rgwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.28%
- Individuals13.72%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rhame & Gorrell Wealth Management, LLC is an independent, individual-owned registered investment adviser. The firm is SEC-registered (registered in 2016) and manages client relationships on a fee-only basis charging a percentage of assets under management. Its client focus is individuals and families, and its advisory services center on financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not characterized as a capital allocator.
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
- Public Funds/Mutual Funds66%
- Exchange Traded Equities30%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
The Woodlands, TX
Montgomery
Location
The Woodlands, TX
Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 1330 Lake Robbins Dr
- Time zone
- CT (UTC-6)
- Office locations
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