Overview
Assets Under Management: $195 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 34
Average Client Assets: $4.0 million
Frequently Asked Questions
RMR WEALTH MANAGEMENT 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 #152266), RMR WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
RMR WEALTH MANAGEMENT is headquartered in NEW YORK, NY.
RMR WEALTH MANAGEMENT serves 34 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, RMR WEALTH MANAGEMENT offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
RMR WEALTH MANAGEMENT manages $195 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, RMR WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.13%
Average Client Assets: $4.0 million
Total Client Accounts: 440
Discretionary Accounts: 430
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 152266
Filing ID: 2086564
Last Filing Date: 2026-03-31 10:23:55