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Rhame & Gorrell Wealth Management CRD 283027
$1.32B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-14 |
Branch Locations
1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avion Wealth Fka Efficient Wealth Managment | The Woodlands | TX | 04/2017 | 10/2023 |
| Pricewaterhousecooper | Dubai | 06/2016 | 09/2016 | |
| Unemployed | The Woodlands | TX | 10/2016 | 03/2017 |
| Rhame & Gorrell Wealth Management | The Woodlands | TX | 11/2023 | Present |
1) Storage Facility - Owner. 3/2020 to Present. Not Investment Related. All duties are performed by co-owner (spouse).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-22 |
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