R & M Wealth Management, LLC

Overview

R & M Wealth Management, LLC is an individually owned limited liability company that operates as an institutional registered investment adviser and capital allocator. The firm also functions as an insurance broker and identifies its advisory activity primarily as the selection of other advisers, indicating a business model centered on sourcing and placing client capital with third-party managers rather than running a large, in-house investment platform. Compensation is described as "other," which implies a fee arrangement outside standard asset-based, hourly, or fixed-fee models. The firm is not an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser. Industry affiliations include relationships with accounting and law practices, which may reflect referral or service partnerships to support client financial planning, tax and legal needs.

Assets & Accounts

Investments & Alternatives