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| RMR Wealth Builders Inc
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| |
|---|---|
| CRD # | 169005 |
| SEC # | 801-80404 |
| CIK # | 0001803848 |
| AUM | $1.7 BB (2024-03-29) |
| Employees | 47 (91% Investors, 9% Brokers) |
| Phone | 201-836-2460 |
| Address | 111 Grove Street Montclair, NJ 07042 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 32.5 | |
| AAPL | 2,382,844.0 | 24.6 | |
| MSFT | 1,918,222.4 | 21.3 | |
| AMZN | 1,092,997.8 | 13.2 | |
| AVGO | 201,282.9 | 11.2 | |
| JPM | 340,169.2 | 6.4 | |
| META | 434,852.0 | 5.8 | |
| GOOGL | 1,475,138.5 | 4.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,233 | 337.0 |
| (b) Individuals (high net worth individuals) | 302 | 725.4 |
| (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 | 109 | 305.5 |
| (h) Charitable organizations | 1 | 142.3 |
| (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 | 53 | 185.5 |
| (n) Other | 0 | 0.0 |
| Total | 3,965 | 1,695.7 |
| By Discretionary | ||
| Discretionary | 3,885 | 1,448.0 |
| Non-Discretionary | 80 | 247.8 |
| Total | 3,965 | 1,695.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.2 | |
| United States Persons | 1,688.5 | |
| Total | 3,965 | 1,695.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001803848] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fintrust Capital Advisors LLC
✚
|
SC | 1.7 |
|
Sather Financial Group Inc
✚
|
TX | 1.7 |
|
Cedar Brook Financial Partners LLC
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|
OH | 1.7 |
|
First Heartland Consultants Inc
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|
MO | 1.7 |
|
Willow Creek Wealth Management Inc
✚
|
CA | 1.7 |
|
Jacobi Capital Management LLC
✚
|
PA | 1.7 |
|
Howe and Rusling Inc
✚
|
NY | 1.7 |
|
TLG Advisors Inc
✚
|
CO | 1.7 |
|
TPG Financial Advisors LLC
✚
|
OR | 1.7 |
|
Northwest Financial Advisors LLC
✚
|
VA | 1.7 |