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RHP WEALTH MANAGEMENT

HOUSTON, TX · CRD 304735 · IAPD ↗ · (713) 554-2252

$344.8MRegulatory AUM
5Advisory reps
9Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
March 2026 — RHP WEALTH MANAGEMENT now reports custody of client assets ($155.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
April 2025 — RHP WEALTH MANAGEMENT notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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