ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.
CRD #127140 SEC #801-126829 SUGAR LAND, TX 281-778-4900
SEC Registered Private Funds
Total AUM
$64.1M
Discretionary
$64.1M
Employees
4
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $64.1M | $64.1M | $0 | 4 | 0 |
| Mar 2024 | $91.7M | $91.7M | $0 | 5 | 0 |
| May 2023 | $61.6M | $61.6M | $0 | 5 | 0 |
| Mar 2023 | $61.6M | $61.6M | $0 | 5 | 0 |
| Jan 2023 | $44.8M | $44.8M | $0 | 4 | 0 |
| Oct 2022 | $44.8M | $44.8M | $0 | 4 | 0 |
| Oct 2022 | $44.8M | $44.8M | $0 | 4 | 0 |
| Jun 2019 | $51M | $51M | $0 | 5 | 0 |
| May 2019 | $51M | $51M | $0 | 5 | 0 |
| May 2019 | $51M | $51M | $0 | 5 | 0 |
| Mar 2019 | $51M | $51M | $0 | 5 | 0 |
| Mar 2018 | $173.3M | $173.3M | $0 | 6 | 0 |
| Apr 2017 | $128.4M | $128.4M | $0 | 6 | 26 |
| Mar 2017 | $128.4M | $128.4M | $0 | 6 | 26 |
| Mar 2017 | $128.4M | $128.4M | $0 | 6 | 26 |
| Mar 2016 | $121.4M | $121.4M | $0 | 7 | 26 |
| Dec 2015 | $248.4M | $248.4M | $0 | 9 | 26 |
| Mar 2015 | $248.4M | $248.4M | $0 | 9 | 26 |
| Mar 2014 | $237.1M | $237.1M | $0 | 9 | 26 |
| Feb 2014 | $170.8M | $170.8M | $0 | 9 | 26 |
| Mar 2013 | $170.8M | $170.8M | $0 | 9 | 26 |
| Apr 2012 | $160M | $160M | $0 | 1 | 26 |
| Mar 2012 | $160M | $160M | $0 | 1 | 26 |
| Apr 2011 | $263.9M | $225.8M | $38.1M | 5 | -- |
| Mar 2011 | $263.9M | $225.8M | $38.1M | 5 | -- |
| Mar 2010 | $121.4M | $121.4M | $0 | 5 | -- |
| Jun 2009 | $89M | $89M | $0 | 5 | -- |
| Apr 2009 | $89M | $89M | $0 | 5 | -- |
| Mar 2009 | $89M | $89M | $0 | 5 | -- |
| Jan 2007 | $100M | $100M | $0 | 5 | -- |
| Mar 2006 | $86M | $86M | $0 | 5 | -- |
| Feb 2006 | $71M | $71M | $0 | 5 | -- |
| May 2005 | $71M | $71M | $0 | 5 | -- |
| Nov 2003 | $26.3M | $26.3M | $0 | 5 | -- |
DateMar 2025
Total AUM$64.1M
Discretionary$64.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$91.7M
Discretionary$91.7M
Non-Disc.$0
Employees5
Clients0
DateMay 2023
Total AUM$61.6M
Discretionary$61.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$61.6M
Discretionary$61.6M
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$44.8M
Discretionary$44.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$44.8M
Discretionary$44.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$44.8M
Discretionary$44.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2019
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees6
Clients0
DateApr 2017
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees6
Clients26
DateMar 2017
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees6
Clients26
DateMar 2017
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees6
Clients26
DateMar 2016
Total AUM$121.4M
Discretionary$121.4M
Non-Disc.$0
Employees7
Clients26
DateDec 2015
Total AUM$248.4M
Discretionary$248.4M
Non-Disc.$0
Employees9
Clients26
DateMar 2015
Total AUM$248.4M
Discretionary$248.4M
Non-Disc.$0
Employees9
Clients26
DateMar 2014
Total AUM$237.1M
Discretionary$237.1M
Non-Disc.$0
Employees9
Clients26
DateFeb 2014
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees9
Clients26
DateMar 2013
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees9
Clients26
DateApr 2012
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$263.9M
Discretionary$225.8M
Non-Disc.$38.1M
Employees5
Clients--
DateMar 2011
Total AUM$263.9M
Discretionary$225.8M
Non-Disc.$38.1M
Employees5
Clients--
DateMar 2010
Total AUM$121.4M
Discretionary$121.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$86M
Discretionary$86M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$26.3M
Discretionary$26.3M
Non-Disc.$0
Employees5
Clients--