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| Happy Holidays!! thanks for using AUM13F!! |
| RMR Wealth Management
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| CRD # | 152266 |
| SEC # | 801-70823 |
| CIK # | |
| AUM | $135.8 M (2025-03-28) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 212-785-4377 |
| Address | 14 Penn Plaza New York, NY 10122 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 23.3 |
| (b) Individuals (high net worth individuals) | 28 | 103.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 9.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 208 | 135.8 |
| By Discretionary | ||
| Discretionary | 200 | 126.4 |
| Non-Discretionary | 8 | 9.4 |
| Total | 208 | 135.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 134.7 | |
| Total | 208 | 135.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PCG Asset Management LLC
✚
|
NJ | 0.1 |
|
Waystone Advisors LLC
✚
|
0.1 | |
|
Williams Capital Management Company
✚
|
IL | 0.1 |
|
Schneider Meredith Hall
✚
|
0.1 | |
|
Income & Asset Advisory Inc
✚
|
NY | 0.1 |
|
Cedrus Wealth Group LLC
✚
|
MN | 0.1 |
|
Richey Advisors Inc
✚
|
CA | 0.1 |
|
Coombs Wealth Advisory LLC
✚
|
PA | 0.1 |
|
Veritas Wealth Partners LLC
✚
|
0.1 | |
|
Harding Financial Group
✚
|
OH | 0.1 |