RMR Wealth Builders, Inc.

RIASEC Registered

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 that registered with the SEC in 2014. The firm presents itself as a capital allocator serving both individual/family and institutional clients. Its fee mix includes asset-based fees alongside hourly and fixed-fee engagements, and it supplements advisory work with insurance and other financial-product distribution. Service lines encompass financial planning and portfolio management across individuals, small businesses, pooled investment vehicles and institutions; the firm also offers pension consulting support, selection-of-adviser services and educational workshops. RMR notes it is not an ESG-focused investor.