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RMR WEALTH MANAGEMENT
CRD 152266File 801-70823
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$195.4M
Below cohort median (national)
Discretionary AUM
$184.1M
Non-discretionary $11.3M
Clients
189
440 accounts
Employees
7
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 24, 2009
- Principal office
- 14 PENN PLAZA, STE 1316, NEW YORK, NY, 10122
- Phone
- 212-785-4377
- Website
- HTTP://WWW.RMRWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $195.4M
- Discretionary AUM
- $184.1M
- Non-discretionary AUM
- $11.3M
- Discretionary accounts
- 430
- Non-discretionary accounts
- 10
- Total accounts
- 440
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $9.0M |
| High net worth individuals | 34 | $135.1M |
| Pension and profit sharing plans | 9 | $11.3M |
| Individuals (other than high net worth individuals) | 144 | $40.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.