# Rhame & Gorrell Wealth Management

> Rhame & Gorrell Wealth Management is an SEC-registered investment advisory firm in The Woodlands, TX, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 17, 2026.

- CRD: 283027
- Filed as: RHAME & GORRELL WEALTH MANAGEMENT
- Legal name: Rhame & Gorrell Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: The Woodlands, TX
- Filing period: October 2026
- Form ADV filing dated: July 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283027
- AdvisorCensus page: https://advisorcensus.com/firm/rhame-and-gorrell-wealth-management-the-woodlands-tx-283027

## Quick answers

**How is Rhame & Gorrell Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Rhame & Gorrell Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Rhame & Gorrell Wealth Management located?**
Rhame & Gorrell Wealth Management's principal office is in The Woodlands, TX, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Rhame & Gorrell Wealth Management registered with the SEC or a state?**
Rhame & Gorrell Wealth Management is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283027.

**How much does Rhame & Gorrell Wealth Management manage?**
Rhame & Gorrell Wealth Management reports $1,323,145,303 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (100% discretionary).

**How have Rhame & Gorrell Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Rhame & Gorrell Wealth Management: Regulatory assets under management: $451,368,034 in the October 2021 data and $1,323,145,303 in the October 2026 data, up 193%. Total employees: 9 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rhame & Gorrell Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (497); high net worth individuals (340).

**Which custodians does Rhame & Gorrell Wealth Management use?**
Rhame & Gorrell Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Rhame & Gorrell Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283027

**What changed in Rhame & Gorrell Wealth Management's recent Form ADV filings?**
In the August 2026 filing data: Regulatory assets under management went from $1,107,370,691 to $1,323,145,303 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,323,145,303
- Discretionary: $1,323,145,303
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 497 | $187,530,644 |
| High net worth individuals | 340 | $1,135,614,659 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 31 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IL, LA, MS, NC, NH, OK, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Santa Barbara, CA

### Websites listed on Form ADV (Item 1.I)
- rgwealth.com
- Facebook @RHAMEGORRELL
- Instagram @rgwealth
- LinkedIn @RHAME-&-GORRELL-WEALTH-MANAGEMENT
- X @rhamegorrell

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $451,368,034 | 9 | March 18, 2021 |
| October 2022 | $537,821,041 | 13 | August 17, 2022 |
| October 2023 | $542,964,646 | 13 | June 13, 2023 |
| October 2024 | $741,403,854 | 14 | August 1, 2024 |
| October 2025 | $921,358,902 | 21 | July 17, 2025 |
| October 2026 | $1,323,145,303 | 31 | July 17, 2026 |

Regulatory assets under management: $451,368,034 in the October 2021 data and $1,323,145,303 in the October 2026 data, up 193%.
Total employees: 9 in October 2021 and 31 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Regulatory assets under management went from $1,107,370,691 to $1,323,145,303 (+19%).

### April 2026
- Employees performing advisory functions went from 9 to 12.
- Regulatory assets under management went from $1,001,369,575 to $1,107,370,691 (+11%).
- Registered or notice-filed in IL, OK.

### December 2025
- Registered or notice-filed in MS.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rhame & Gorrell Wealth Management (CRD 283027): Form ADV filing data as of October 2026.