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RMR WEALTH BUILDERS, INC.
CRD 169005File 801-80404
APPROVED
Retail clients
Disclosure events
Filing as of Apr 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.89B
Top 25% of cohort (national)
Discretionary AUM
$2.38B
Non-discretionary $509.7M
Clients
2,099
5,069 accounts
Employees
64
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 14, 2014
- Principal office
- 111 GROVE STREET, SUITE 203, MONTCLAIR, NJ, 07042
- Phone
- (201) 836-2460
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.89B
- Discretionary AUM
- $2.38B
- Non-discretionary AUM
- $509.7M
- Discretionary accounts
- 4,701
- Non-discretionary accounts
- 368
- Total accounts
- 5,069
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 189 | $856.0M |
| Investment companies | 1 | $50.7M |
| Charitable organizations | Fewer than 5 | $177.5M |
| High net worth individuals | 464 | $1.34B |
| Pension and profit sharing plans | Fewer than 5 | $2.5M |
| Individuals (other than high net worth individuals) | 1,443 | $458.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — INSURANCE COMPENSATION, FLAT & ADMINISTRATIVE FEES
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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- Q11D2
- Q11D4
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.