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|
| Keyboard |
| RMR Wealth Management
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|---|---|
| CRD # | 152266 |
| SEC # | 801-70823 |
| CIK # | |
| AUM | 195.4 M (2026-03-31) |
| Employees | 7 (100% Investors, 71% Brokers) |
| Phone | 212-785-4377 |
| Address | 14 Penn Plaza New York, NY 10122 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 40.0 |
| (b) Individuals (high net worth individuals) | 34 | 135.1 |
| (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 | 9 | 11.3 |
| (h) Charitable organizations | 2 | 9.0 |
| (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 | 440 | 195.4 |
| By Discretionary | ||
| Discretionary | 430 | 184.1 |
| Non-Discretionary | 10 | 11.3 |
| Total | 440 | 195.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.5 | |
| United States Persons | 180.9 | |
| Total | 440 | 195.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 5 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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|
Monson Wealth Management LLC
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196.0 M | |
|
TEPP RIA LLC
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|
Westmark Wealth Management LLC
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|
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|
Neil Jesani Wealth Management LLC
✚
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