|
⚲
|
| RMR Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 151173 |
| SEC # | 801-70487 |
| CIK # | |
| AUM | $369.3 MM (2024-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 608-663-7676 |
| Address | 400 Interlake Drive Madison, WI 53716-3808 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 33.8 |
| (b) Individuals (high net worth individuals) | 45 | 329.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 4 | 6.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 487 | 369.3 |
| By Discretionary | ||
| Discretionary | 487 | 369.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 487 | 369.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 369.3 | |
| Total | 487 | 369.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Barrett & Company Inc
✚
|
RI | 0.4 |
|
Clearbrook Investment Consulting LLC
✚
|
NY | 0.4 |
|
Madison Advisory Services Inc
✚
|
NY | 0.4 |
|
Stiles Financial Services Incorporated
✚
|
MN | 0.4 |
|
Accountants Proprietary Financial Servicenet Inc
✚
|
NY | 0.4 |
|
Wakefield Wealth Management LLLP
✚
|
CO | 0.4 |
|
Sunpointe LLC
✚
|
MO | 0.4 |
|
Fortune Financial Advisors LLC
✚
|
KS | 0.4 |
|
WrapManager Inc
✚
|
CA | 0.4 |
|
Giverny Capital Asset Management LLC
✚
|
NY | 0.4 |