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| RMR Wealth Builders Inc
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|---|---|
| CRD # | 169005 |
| SEC # | 801-80404 |
| CIK # | 0001803848 |
| AUM | 2,885.6 M (2026-04-15) |
| Employees | 64 (77% 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 | 43.5 | ||
| Apple Inc | 39.1 | ||
| Microsoft Corp | 19.9 | ||
| Amazon Com Inc | 15.9 | ||
| Broadcom Inc | 14.1 | ||
| J P Morgan Chase & Co | 11.5 | ||
| Alphabet Inc | 9.1 | ||
| Facebook Inc | 8.0 | ||
| Costco Wholesale Corp /NEW | 6.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,443 | 0.5 |
| (b) Individuals (high net worth individuals) | 464 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (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 | 189 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 5,069 | 2.9 |
| By Discretionary | ||
| Discretionary | 4,701 | 2.4 |
| Non-Discretionary | 368 | 0.5 |
| Total | 5,069 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 5,069 | 2.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803848] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 7 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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