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 12 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 12 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 16 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 4 years of experience in the finance industry.

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