RHAME & GORRELL WEALTH MANAGEMENT

Overview

Rhame & Gorrell Wealth Management is an independent registered investment adviser structured as an LLC that manages discretionary portfolios for individuals and families. The firm charges clients a percentage-of-assets fee and centers its advice on financial planning and portfolio management for individuals and small businesses. Its investment approach is weighted toward publicly available pooled products—primarily mutual funds—supplemented by targeted allocations to fixed income and third‑party real estate strategies. The firm is not positioned as an active ESG investor or a capital allocator; instead it deploys client capital into external managers and traditional vehicles rather than sponsoring proprietary funds. Operationally, Rhame & Gorrell runs a discretionary platform and relies on outside professional relationships—notably accounting and law firms—to support client work and compliance needs. The custody footprint and asset mix indicate a model built around model portfolios and pooled fund solutions, with selective use of third‑party alternative managers where they add diversification or income characteristics.

Assets & Accounts

Investments & Alternatives

Location & Offices