Rocky Mountain Private Wealth Management, LLC

Rocky Mountain Private Wealth Management, LLC (CRD# 127140) is a financial advisory firm headquartered in Sugar Land, TX. They manage $121,350,785 in 81 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $1,498,158
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Rocky Mountain Private Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Leonard S. Brown
CRD#: 4785295
6335 Gulfton, Suite 104, Houston, TX 77081
93
Wealthminder
score

Leonard Brown (CRD# 4785295) is an Investment Advisor Representative working at Rocky Mountain Private Wealth Management, LLC in Houston, TX and has over 13 years of experience in the finance industry.

2
Steven D. Brown
CRD#: 4809150
260 Thompson Drive, Suite 18, Kerrville, TX 78028
93
Wealthminder
score

Steven Brown (CRD# 4809150) is an Investment Advisor Representative working at Rocky Mountain Private Wealth Management, LLC in Kerrville, TX and has over 13 years of experience in the finance industry.

3
Gabriel S. Gallegos
CRD#: 4296378
Town Center, 2245 Texas Drive, Suite 300, Sugar Land, TX 77479
93
Wealthminder
score

Gabriel Gallegos (CRD# 4296378) is an Investment Advisor Representative working at Rocky Mountain Private Wealth Management, LLC in Sugar Land, TX and has over 17 years of experience in the finance industry.

4
James E. McDaniel
CRD#: 6020932
Town Center, 2245 Texas Drive, Suite 300, Sugar Land, TX 77479
90
Wealthminder
score

James McDaniel (CRD# 6020932) is an Investment Advisor Representative working at Rocky Mountain Private Wealth Management, LLC in Sugar Land, TX and has over 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.