Rmr Wealth Builders, Inc.
● SEC registered since 2014CRD 169005SEC# 801-80404Montclair, NJ
Reg. AUM
$2.89B
Employees
64
Accounts
5,069
Location
Montclair, NJ
Rmr Wealth Builders, Inc. assets under management
Rmr Wealth Builders, Inc. is an investment advisory firm registered with the SEC based in Montclair, NJ. The firm has been registered since 2014. It reports $2.9 billion in regulatory assets under management and employs 64 people.
Rmr Wealth Builders, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Richard Roth Control | Co-Chairman | 25-50% | 1986 |
| Ed Majtenyi Trust Control | President | 25-50% | 2025 |
| Joseph James Russo Control | Co-Chairman | 25-50% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Rmr Wealth Builders, Inc. manage?
Rmr Wealth Builders, Inc. reports $2.9 billion in regulatory assets under management on its Form ADV.
How many employees does Rmr Wealth Builders, Inc. have?
Rmr Wealth Builders, Inc. reports 64 employees.
Where is Rmr Wealth Builders, Inc. located?
Rmr Wealth Builders, Inc. is based in Montclair, NJ and has been SEC-registered since 2014.
Does Rmr Wealth Builders, Inc. disclose fund performance?
Rmr Wealth Builders, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 Grove Street, Suite 203, Montclair, NJ 07042 |
| Phone | (201) 836-2460 |
| Fax | (201) 603-1174 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1803848 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.89B▲ 70%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$2.89Bregulatory AUM
Discretionary $2.38BNon-discretionary $509.7M