RM PRIVATE WEALTH MANAGEMENT

Overview

RM Private Wealth Management is an independent registered investment adviser focused on serving individuals, families and small business clients with customized planning and portfolio management. The firm runs a fee model that combines a percentage of assets under management with hourly charges for planning or advisory projects. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio services for businesses or institutions, and pension consulting, which suggests a mix of ongoing wealth-management relationships and project-based consulting. Investment activity centers on publicly traded equities as the primary allocation, while the firm also uses a range of third‑party alternative managers to broaden sources of return and diversification. RM Private Wealth Management is not positioned as a capital allocator; instead it integrates outside hedge fund, real estate and commodities managers alongside mutual funds and corporate debt to construct client portfolios. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices