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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 49 | 64 | increased by15 |
| Mar 1, 2026 | Clients | 1,903 | 2,099 | increased by196 |
| Mar 1, 2026 | AUM | $2,199,565,329 | $2,885,624,988 | increased by$686,059,659 |
| Mar 1, 2026 | Accounts | 4,428 | 5,069 | increased by641 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 47 | 49 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,126 | 1,903 | increased by777 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,051,207,319 | $2,199,565,329 | increased by$1,148,358,010 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,273 | 4,428 | increased by2,155 |
| Apr 1, 2022 | Employees | 37 | 47 | increased by10 |
| Apr 1, 2022 | Clients | 459 | 1,126 | increased by667 |
| Apr 1, 2022 | AUM | $385,171,577 | $1,051,207,319 | increased by$666,035,742 |
| Apr 1, 2022 | Accounts | 775 | 2,273 | increased by1,498 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RMR WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RMR WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.