|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Rhame & Gorrell Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 283027 |
| SEC # | 801-107332 |
| CIK # | |
| AUM | $921.4 M (2025-07-17) |
| Employees | 21 (43% Investors, 0% Brokers) |
| Phone | 832-789-1100 |
| Address | 1330 Lake Robbins Drive The Woodlands, TX 77380 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 427 | 151.7 |
| (b) Individuals (high net worth individuals) | 246 | 769.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,170 | 921.4 |
| By Discretionary | ||
| Discretionary | 2,170 | 921.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,170 | 921.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 921.4 | |
| Total | 2,170 | 921.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FSM Wealth Advisors LLC
✚
|
OH | 0.9 |
|
Greatmark Investment Partners Inc
✚
|
GA | 0.9 |
|
Talbot Financial LLC
✚
|
WA | 0.9 |
|
Southern Financial Group LLC
✚
|
AL | 0.9 |
|
Grace & White Inc
✚
|
NY | 0.9 |
|
Goldstone Financial Group LLC
✚
|
IL | 0.9 |
|
J Safra Sarasin Asset Management North America Ltd
✚
|
0.9 | |
|
Strategic Investment Solutions Inc
✚
|
IL | 0.9 |
|
Legacy Edge Advisors LLC
✚
|
NY | 0.9 |
|
American Financial Advisors LLC
✚
|
GA | 0.9 |