Rocky Mountain Private Wealth Management, L.l.c.
Rocky Mountain Private Wealth Management, L.l.c. is an SEC-registered wealth manager in Sugar Land, TX with $23.5M assets under management (AUM, regulatory AUM), -63% over one year. See who owns Rocky Mountain Private Wealth Management, L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127140, SEC 801-126829, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $23.5M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Sugar Land, TX
- Employees
- 4
- Clients
- 2
- CRD
- 127140
- Ownership
- CARTER, LARRY, HAROLD; GALLEGOS, GABRIEL, STEVEN; GALLEGOS, TAYLOR, L.; GALLEGOS, TAYLOR, LEIGH; COLE, TAYLOR, LEIGH
How much AUM does Rocky Mountain Private Wealth Management, L.l.c. have?
Rocky Mountain Private Wealth Management, L.l.c. reported $23.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Rocky Mountain Private Wealth Management, L.l.c.?
Disclosed owners and executives of Rocky Mountain Private Wealth Management, L.l.c. include CARTER, LARRY, HAROLD, GALLEGOS, GABRIEL, STEVEN, GALLEGOS, TAYLOR, L., GALLEGOS, TAYLOR, LEIGH, COLE, TAYLOR, LEIGH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.