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ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.
CRD 127140 · SEC 801-126829
TOWN CENTER, 2245 TEXAS DRIVE, SUITE 300, SUGAR LAND, TX, 77479, United States
Phone
281-778-4900
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$23.5M
Discretionary AUM
$23.5M
Team
4 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $23.5M |
States served
DE, TX
All web addresses on file
Official SEC filing: View on IAPD