Rocky Mountain Private Wealth Management, L.l.c.

Rocky Mountain Private Wealth Management, L.L.C. is a Registered Investment Adviser based in Sugar Land, Texas, established in 2003. The firm offers discretionary portfolio management services, requiring clients to grant discretionary authority for account management. They primarily invest in various assets, including fixed-income securities, equity securities, futures contracts, and money market instruments. The firm previously advised the RM Greyhawk Fund, investing in a range of assets. Clients must meet minimum account size requirements, such as $500,000 for partnership accounts. The firm acts as an investment adviser to private and public investment companies, managing assets totaling $64,132,914 as of December 31, 2024. They operate as a fiduciary, acting in the best interests of clients. The firm does not receive compensation for client referrals or engage in directed brokerage. Clients receive regular account reviews and statements from qualified custodians. Rocky Mountain does not have physical custody of client assets and does not vote proxies for clients governed by ERISA. The firm has no financial impairments and has not been subject to bankruptcy proceedings. For more information, visit www.rmpwm.com.