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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-17-2019
- Office Locations
- 2
Office Locations
About RHP Wealth Management
RHP Wealth Management is a Houston-based RIA providing goals-based financial planning and disciplined portfolio management. The team integrates investments, cash flow, insurance, tax and estate considerations, with retirement income, wealth transfer and charitable strategies. Portfolios span equities, fixed income and alternatives with tax-efficient allocation and cyclical reviews. RHP also offers C-suite services (stock options, executive plans, securities-based lending) and hosts the RHP Market Talk podcast. Custody at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHELE ALICE JONES
Chief Compliance Officer, Managing Member
- CRD
- #3043926
- Ownership
- 25% but less than 50%
NATALIE CAROL PICHA
Financial Advisor, General Partner, Managing Member
- CRD
- #4872580
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Matthew Douglas Berti
Associate Wealth Advisor
- CRD
- #6758981
Lingyun Yang
--
- CRD
- #7919149
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $344,799,694 | $536,236 |
| Non-Discretionary | $0 | -- |
| Total | $344,799,694 | $536,236 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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