JRM Tax & Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 318299
- Website
- www.jrmtaxwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
JRM Tax & Wealth Management, LLC is an independent, owner-operated RIA organized as an LLC that combines accounting practice capabilities with individual and family wealth advisory. The firm focuses on financial planning and portfolio management for individuals and small businesses and charges clients via a mix of percentage-of-AUM, hourly, and fixed fees. Its profile indicates a practitioner-led shop rather than a capital allocator or institutional manager; it does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm's business activities emphasize accounting alongside advisory work, suggesting tax and bookkeeping expertise is integrated into client service rather than delivered by a separate family office or institutional platform.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Redesign Wealth Planning
RIAFenul Wealth Management LLC
RIALos Angeles, CA
Lebron Financial Services, Inc.
RIAPortfolio Guide
RIACapital United Investments LLC
RIAYucaipa, CA