RMR WEALTH BUILDERS, INC.

RIASEC RegisteredEst. 2014

Total AUM

$2.9B

Discretionary

$2.4B

82% of AUM

Avg account

$569K

Accounts

5,069

Employees

Advisory reps

Firm details

Headquarters: MONTCLAIR, New Jersey
CRD number: 169005
Registered since: October 14, 2014
Website: www.rmrwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI46.45%
Corporations / Businesses29.66%
Individuals15.89%
Charitable Organizations6.15%
Investment Companies1.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

RMR Wealth Builders, Inc. is an independent registered investment adviser formed in 2014 that markets itself as a capital allocator for both individual/family and institutional clients. The firm combines traditional advisory work—portfolio management and financial planning for individuals, businesses and pooled investment vehicles—with insurance brokerage and other financial product distribution. Fee arrangements are mixed: percentage-of-AUM billing sits alongside fixed-fee and hourly engagements. RMR also performs selection-of-other-advisers and provides educational seminars and pension consulting support. The firm does not identify as an ESG-focused investor. It reports activity across multiple advisory lines, including management of portfolios for small businesses and investment companies, and its business filings indicate roles as sponsor/GP or managing member of pooled vehicles in addition to insurance-related distribution.