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| Keyboard |
| RM Private Wealth Management Inc
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|---|---|
| CRD # | 300082 |
| SEC # | 801-118937 |
| CIK # | |
| AUM | 340.9 M (2026-03-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 571-332-7618 |
| Address | 801 Brickell Ave Miami, FL 33131 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 71 | 340.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 185 | 340.9 |
| By Discretionary | ||
| Discretionary | 185 | 340.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 185 | 340.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 45.8 | |
| United States Persons | 295.1 | |
| Total | 185 | 340.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Petros Family Wealth LLC
✚
|
MN | 341.6 M |
|
Ergawealth Advisors Inc
✚
|
IL | 341.5 M |
|
Blue Investment Management LLC
✚
|
FL | 341.4 M |
|
Thomas Wright Asset Management Inc
✚
|
PR | 341.3 M |
|
Eukles Asset Management LLC
✚
|
OH | 341.1 M |
|
Reichard Capital LLC
✚
|
NC | 341.0 M |
|
Premia Global Advisors LLC
✚
|
FL | 340.8 M |
|
Cap Six Advisors LLC
✚
|
TX | 340.8 M |
|
Phillips Wealth Planners LLC
✚
|
MS | 340.8 M |
|
Gunpowder Capital Management LLC
✚
|
MD | 340.4 M |