JRM Tax & Wealth Management, LLC

Overview

JRM Tax & Wealth Management, LLC is a small, independent registered investment advisor structured as an LLC and anchored in accounting and tax services. The firm combines financial planning with discretionary portfolio management focused on individuals, families and small business owners. Its advisory model blends percentage-of-AUM billing with hourly and fixed-fee engagements, which aligns with working with clients who need both ongoing portfolio oversight and standalone planning or tax work. Investment activity centers on pooled public funds — mutual funds and similar vehicles — rather than direct-stock portfolios or a heavy allocation to alternatives. The firm does not position itself as an ESG investor, is not flagged as a multi-state adviser, and does not advertise pension consulting or related-adviser services. Given the owner-type (individual) and the accounting background, the practice likely emphasizes tax-aware allocation and planning alongside portfolio management for a compact client base.

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Public Holdings

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Location & Offices