Rhame & Gorrell Wealth Management

Overview

Rhame & Gorrell Wealth Management is an independent, individual-owned RIA that provides financial planning and discretionary portfolio management for individual and family clients. The firm has been SEC-registered since 2016 and charges clients on a percentage-of-AUM basis. Its advisory scope is focused on traditional wealth-management services rather than institutional consulting or multi-state operations; the firm is not marked as an active ESG investor or a pension consultant. The firm lists professional ties to accounting and law firms, indicating they regularly coordinate with those advisers for client work.

Assets & Accounts

Public Holdings

Investments & Alternatives