ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.
Firm details
- Headquarters
- SUGAR LAND, Texas
- CRD number
- 127140
- Registered since
- November 3, 2022
- Website
- rmpwm.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Rocky Mountain Private Wealth Management, L.L.C. operates as a small, institutional-facing hedge fund adviser that focuses on managing pooled investment vehicles. The firm serves as sponsor, general partner and managing member for its funds, concentrating on active portfolio management within hedge fund structures. Its revenue model combines a percentage-of-assets-under-management fee with performance-based compensation, signaling a manager alignment with fund outcomes. Investment activity centers on allocations to liquid and commodity-oriented strategies alongside traditional mutual fund exposure. The firm is not positioned as an ESG-driven allocator and does not report multi-state advisory registration status; its client base is institutional and its advisory remit is limited to pooled vehicle management rather than individualized retail wealth management.
Assets & Accounts
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
Contacts
3 of 3TAYLOR GALLEGOS
VP, CCOCRD 5606485
GABRIEL GALLEGOS
PresidentCRD 4296378
Mark Deangelis
Senior Compliance ConsultantCRD 2827088
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SUGAR LAND, TX
FORT BEND
Location
SUGAR LAND, TX
Headquartered in SUGAR LAND, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- FORT BEND
- Address
- Town Center Blvd S
- Time zone
- CT (UTC-6)
- Office locations
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