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RMR WEALTH BUILDERS, INC.
CRD 169005 · SEC 801-80404
111 GROVE STREET, SUITE 203, MONTCLAIR, NJ, 07042, United States
Phone
(201) 836-2460
Fax
(201) 603-1174
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.89B
Discretionary AUM
$2.38B
Team
64 total employees; 49 advisory reps; 7 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; INSURANCE COMPENSATION, FLAT & ADMINISTRATIVE FEES
Org form
Corporation
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsCONSULTING ENGAGEMENT FOR SPECIFIC PURPOSE SUCH AS EDUCATION FUNDING, ESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1443 | $458.7M |
| High net worth individuals | 464 | $1.34B |
| Investment companies | 1 | $50.7M |
| Pension/profit sharing plans | 1 | $2.5M |
| Charitable organizations | 1 | $177.5M |
| Corporations/business entities | 189 | $856.0M |
States served
VT, AZ, CA, CO, DE, DC, GA, ID, IL, IN, KY, LA, ME, MD, MA, MI, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD