Firm profile

RHP WEALTH MANAGEMENT

HOUSTON, TXCRD 304735Latest ADV February 6, 2026

Rhp Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated February 6, 2026, reports $345M in regulatory assets under management, 9 employees, and 643 accounts.

Assets Under Management
$345M
Employees
9
Offices
--
Total Clients
211
Primary office
HOUSTON, TX
12000 AEROSPACE AVENUE, SUITE 420, HOUSTON, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(713) 554-2252
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOMichele A. Jones

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 55.5% of total clients.
Top client categories% of clientsClients
1
HNWI
55.5%
117
2
Individuals
41.7%
88
3
Charitable
1.9%
4
4
Corporations
0.9%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$345Mas of February 6, 2026
Discretionary100.0%
$345M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$345M
Total Accounts643
10Y AUM Change+$345M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee23:1
10Y Employee Change+6 (+200.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.