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RHAME & GORRELL WEALTH MANAGEMENT

THE WOODLANDS, TX · CRD 283027 · IAPD ↗ · (832) 789-1100

$1.32BRegulatory AUM
12Advisory reps
31Employees
0Clients
More than 500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — RHAME & GORRELL WEALTH MANAGEMENT notice-filed in IL, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2026 — RHAME & GORRELL WEALTH MANAGEMENT grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — RHAME & GORRELL WEALTH MANAGEMENT notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
December 2025 — RHAME & GORRELL WEALTH MANAGEMENT crossed $1B in regulatory AUM ($921.4M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
April 2024 — RHAME & GORRELL WEALTH MANAGEMENT notice-filed in FL, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — RHAME & GORRELL WEALTH MANAGEMENT reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.