RMR WEALTH MANAGEMENT

RIASEC RegisteredEst. 2009

Total AUM

$195M

Discretionary

$184M

94% of AUM

Avg account

$444K

Accounts

440

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 152266
Registered since: November 24, 2009
Website: rmrwm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI69.13%
Individuals20.49%
Pension & Profit Sharing Plans5.78%
Charitable Organizations4.59%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

RMR Wealth Management is a privately owned advisory firm that acts as a capital allocator for a mix of individual, family and institutional clients. The firm combines discretionary portfolio management with non-discretionary mandates and the selection of third‑party managers, which allows it to blend in‑house portfolio construction with external specialist allocations. RMR offers fee arrangements that include a percentage‑of‑AUM component as well as fixed fees, and it also operates as a registered representative of a broker‑dealer and as an insurance broker, giving it distribution and product flexibility beyond pure advisory services. Investment activity skews to equities as the primary exposure, with portfolios structured around exchange‑traded instruments while supplemented by mutual funds and corporate credit. The firm does not identify as an active ESG investor. Its advisory work covers individuals and small businesses as well as business and institutional portfolio mandates.