RMR Wealth Builders, Inc.

RIASEC RegisteredEst. 2014

Total AUM

$2.9B

Discretionary

$2.4B

82% of AUM

Avg account

$569K

Accounts

5,069

Employees

Advisory reps

Firm details

Headquarters: Montclair, New Jersey
CRD number: 169005
Registered since: October 14, 2014
Website: www.rmrwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI46.45%
Corporations / Businesses29.66%
Individuals15.89%
Charitable Organizations6.15%
Investment Companies1.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

RMR Wealth Builders, Inc. is a corporate-structured adviser that registered with the SEC in 2014 and describes itself as a capital allocator serving both individual/family and institutional clients. The firm combines advisory services with insurance and financial product sales; its business model includes fee arrangements by percentage of assets under management, hourly charges, fixed fees, and other structures. Advisory capabilities cited include comprehensive financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses, investment companies and institutions, pension consulting, selection of outside advisers, and educational seminars/workshops. The firm is not identified as an active ESG investor and is not flagged as a multi‑state adviser in the available profile. Industry affiliations note roles such as insurer relationships and sponsor/GP/managing member involvement in pooled investment vehicles.