Overview
Assets Under Management: $369 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 45
Average Client Assets: $7.3 million
Frequently Asked Questions
RMR WEALTH ADVISORS LLC 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 #151173), RMR WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
RMR WEALTH ADVISORS LLC is headquartered in MADISON, WI.
RMR WEALTH ADVISORS LLC serves 45 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, RMR WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
RMR WEALTH ADVISORS LLC manages $369 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, RMR WEALTH ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.14%
Average Client Assets: $7.3 million
Total Client Accounts: 487
Discretionary Accounts: 487
Regulatory Filings
CRD Number: 151173
Filing ID: 1824556
Last Filing Date: 2024-03-27 15:25:00