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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| RMR Wealth Builders Inc
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| CRD # | 169005 |
| SEC # | 801-80404 |
| CIK # | 0001803848 |
| AUM | $2.2 B (2025-07-01) |
| Employees | 49 (90% Investors, 0% Brokers) |
| Phone | 201-836-2460 |
| Address | 111 Grove Street Montclair, NJ 07042 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 40.0 | ||
| Apple Inc | 26.1 | ||
| Microsoft Corp | 25.3 | ||
| Amazon Com Inc | 15.9 | ||
| Broadcom Inc | 15.4 | ||
| J P Morgan Chase & Co | 10.2 | ||
| Facebook Inc | 8.9 | ||
| Netflix Inc | 6.9 | ||
| VISA Inc | 6.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,340 | 0.4 |
| (b) Individuals (high net worth individuals) | 364 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 141 | 0.6 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 57 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,428 | 2.2 |
| By Discretionary | ||
| Discretionary | 4,121 | 2.1 |
| Non-Discretionary | 307 | 0.1 |
| Total | 4,428 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 4,428 | 2.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803848] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mitchell McLeod Pugh & Williams Inc
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|
2.3 | |
|
Stonebridge Capital Advisors LLC
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|
MN | 2.3 |
|
Garde Capital Inc
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|
WA | 2.3 |
|
Hilltop Securities Inc
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|
TX | 2.3 |
|
Koshinski Asset Management Inc-Dba IPI Asset Management Inc
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|
IL | 2.2 |
|
Multnomah Group Inc
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|
OR | 2.2 |
|
Phillips Financial Management LLC
✚
|
IN | 2.2 |
|
Acropolis Investment Management LLC
✚
|
MO | 2.2 |
|
Jacobi Capital Management LLC
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|
PA | 2.2 |
|
Westfuller Advisors LLC
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|
NY | 2.1 |