RHAME & GORRELL WEALTH MANAGEMENT
RHAME & GORRELL WEALTH MANAGEMENT, LLC Legal Name
Adviser information for RHAME & GORRELL WEALTH MANAGEMENT last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 14 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,740 | $693.5M |
| Non-Discretionary | 0 | $0 |
| Total | 1,740 | $693.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 353 | $127.8M |
| HNW Individuals | 193 | $565.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-107332 |
|---|---|
| SEC ERA File Number | 801-107332 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 283027 |
| Legal Entity Identifier | None |
Principal Office
1330 LAKE ROBBINS DRIVESUITE 360
THE WOODLANDS
TX
United States
Monday - Friday, 8:00 AM - 4:30 PM
Tel: (832) 789-1100, Fax: (832) 789-1110
Chief Compliance Officer
ROLAND L. THORNTON
1330 LAKE ROBBINS DRIVE
SUITE 360
THE WOODLANDS
TX
United States
Tel:
(832) 789-1100
Fax:
(832) 789-1110
R*****@***********M
(Full email address available in API data)
Regulatory Contact
JEFFREY G. RHAME
MANAGING MEMBER
1330 LAKE ROBBINS DRIVE
SUITE 360
THE WOODLANDS
TX
United States
Tel:
(832) 789-1100
Fax:
(832) 789-1110
J***@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RHAME, JEFFREY, GLYNN | Individual | – | MANAGING MEMBER | 04/2016 | > 75% |
| THORNTON, ROLAND, LUCIANO | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2017 | < 5% |
| MCCLAIN, KYLE, MATTHEW | Individual | – | MEMBER | 01/2023 | 5-10% |