Rhame & Gorrell Wealth Management, LLC (“RGWM”) is an SEC registered investment adviser with its principal place of business in the State of Texas. RGWM is in compliance with the current notice filing requirements imposed upon SEC registered investment advisers by those states in which RGWM maintains clients. RGWM may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.
This website is limited to the dissemination of general information pertaining to RGWM’s investment advisory/management services. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. This material is not intended to provide, and should not be relied on for, tax, legal or accounting advice. Any subsequent, direct communication by RGWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of RGWM, please contact RGWM or refer to the Investment Adviser Public Disclosure web site www.adviserinfo.sec.gov.
Awards Disclosure
The Five Star Wealth Manager award is presented to wealth managers who satisfy 10 objective eligibility and evaluation criteria associated with outstanding work. Eligibility Criteria – Required 1. Credentialed as an investment advisory representative or a registered investment adviser. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Fulfilled their firm review based on internal firm standards. 5. Accepting new clients. Evaluation Criteria – Considered 6. One-year client retention rate. 7. Five-year client retention rate. 8. Non-institutional discretionary and/or non-discretionary client assets administered. 9. Number of client households served. 10. Education and professional designations.
Future 50 RIA Firm by Citywire Magazine. Investment Advisory firms across the country were evaluated based on attributes such as investment offerings and capabilities, staff tenure and credentials, and firm service offerings. Fifty firms were chosen, considered by Citywire “to be the best of the crop in the RIA community.”
Recognized by Houston Business Journal as a Top Wealth Management Firm in the Houston area.
AdvisorHub’s 1000 Advisors to Watch: Nominees were required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; 3) and professionalism. Participation in this ranking is open to any firm or advisor and there are no fees for participation.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser and are generally limited to participating advisers.
