Rhame & Gorrell Wealth Management

RIASEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$476K
Accounts
3,020
Employees
34
Advisory reps
20

Firm details

Headquarters
The Woodlands, Texas
CRD number
283027
Registered since
March 1, 2016
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 66%, Exchange Traded Equities 30%, Cash & Cash Equivalents 3%66%
  • Public Funds/Mutual Funds66%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents3%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth