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RMR WEALTH MANAGEMENT
CRD 152266 · SEC 801-70823
14 PENN PLAZA, STE 1316, NEW YORK, NY, 10122, United States
Phone
212-785-4377
Fax
212-202-6097
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$195.4M
Discretionary AUM
$184.1M
Team
7 total employees; 7 advisory reps; 5 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 144 | $40.0M |
| High net worth individuals | 34 | $135.1M |
| Pension/profit sharing plans | 9 | $11.3M |
| Charitable organizations | 2 | $9.0M |
States served
IN, MA, NJ, NY, PA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD