Rocky Mountain Private Wealth Management, L.L.C.
● SEC registered since 2022CRD 127140SEC# 801-126829Sugar Land, TX
Ranks #5,935 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$23.5M
Fund GAV
$23.5M
Private funds
2
Employees
4
Accounts
5
Location
Sugar Land, TX
Rocky Mountain Private Wealth Management, L.L.C. assets under management
Rocky Mountain Private Wealth Management, L.L.C. is an SEC-registered investment adviser based in Sugar Land, TX. The firm has been registered since 2022. It reports $23.5 million in regulatory assets under management and employs 4 people. Rocky Mountain Private Wealth Management, L.L.C. manages 2 private funds with combined gross assets of $23.5 million, including Rm Domestic Partners, L.P. By regulatory assets, it ranks 5,935 of 6,004 private fund managers.
Rocky Mountain Private Wealth Management, L.L.C. private funds
2 funds · $23.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Rm Domestic Partners, L.P. | Hedge | $12.3M | $500K |
| Rm Domestic Partners III, L.P. | Hedge | $11.3M | $500K |
Rocky Mountain Private Wealth Management, L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Max Parmet Control | Vice-President | Under 5% | 2025 |
| Taylor Leigh Cole Control | President, Chief Compliance Officer/Ceo | Over 75% | 2008 |
Frequently asked questions
How much does Rocky Mountain Private Wealth Management, L.L.C. manage?
Rocky Mountain Private Wealth Management, L.L.C. reports $23.5 million in regulatory assets under management on its Form ADV.
How many private funds does Rocky Mountain Private Wealth Management, L.L.C. manage?
Rocky Mountain Private Wealth Management, L.L.C. manages 2 private funds with combined gross assets of $23.5 million.
How many employees does Rocky Mountain Private Wealth Management, L.L.C. have?
Rocky Mountain Private Wealth Management, L.L.C. reports 4 employees.
Where is Rocky Mountain Private Wealth Management, L.L.C. located?
Rocky Mountain Private Wealth Management, L.L.C. is based in Sugar Land, TX and has been SEC-registered since 2022.
Does Rocky Mountain Private Wealth Management, L.L.C. disclose fund performance?
Rocky Mountain Private Wealth Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Town Center, 2245 Texas Drive, Suite 300, Sugar Land, TX 77479 |
| Phone | 281-778-4900 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1581594 |
| Discloses disciplinary history | No |
Regulatory AUM
$23.5M▼ 63%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
AUM vs fund managersTop 99%
Larger than 1% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$23.5Mregulatory AUM
Discretionary $23.5M