Overview
Assets Under Management: $220 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 71
Average Client Assets: $4 million
Frequently Asked Questions
RM PRIVATE WEALTH MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300082), RM PRIVATE WEALTH MANAGEMENT INC. is subject to fiduciary duty under federal law.
RM PRIVATE WEALTH MANAGEMENT INC. is headquartered in MIAMI, FL.
RM PRIVATE WEALTH MANAGEMENT INC. serves 71 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, RM PRIVATE WEALTH MANAGEMENT INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
RM PRIVATE WEALTH MANAGEMENT INC. manages $220 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, RM PRIVATE WEALTH MANAGEMENT INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 172
Discretionary Accounts: 172
Regulatory Filings
CRD Number: 300082
Last Filing Date: 2024-03-26 00:00:00
Website: https://rmpwealth.com