Rm Private Wealth Management Inc.
● SEC registered since 2020CRD 300082SEC# 801-118937Miami, FL
Reg. AUM
$340.9M
Employees
1
Accounts
185
Location
Miami, FL
Rm Private Wealth Management Inc. assets under management
Rm Private Wealth Management Inc. operates as an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2020. It reports $340.9 million in regulatory assets under management and employs 1 people.
Rm Private Wealth Management Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ramesh Madhusudan Control | President And Cco | Over 75% | 2018 |
Frequently asked questions
How much does Rm Private Wealth Management Inc. manage?
Rm Private Wealth Management Inc. reports $340.9 million in regulatory assets under management on its Form ADV.
How many employees does Rm Private Wealth Management Inc. have?
Rm Private Wealth Management Inc. reports 1 employees.
Where is Rm Private Wealth Management Inc. located?
Rm Private Wealth Management Inc. is based in Miami, FL and has been SEC-registered since 2020.
Does Rm Private Wealth Management Inc. disclose fund performance?
Rm Private Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 801 Brickell Ave, Suite 800, Miami, FL 33131 |
| Phone | 571-332-7618 |
| Fax | 888-512-5192 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$340.9M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$340.9Mregulatory AUM
Discretionary $340.9M