Rmr Wealth Management
● SEC registered since 2009CRD 152266SEC# 801-70823New York, NY
Reg. AUM
$195.4M
Employees
7
Accounts
440
Location
New York, NY
Rmr Wealth Management assets under management
Rmr Wealth Management operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2009. It reports $195.4 million in regulatory assets under management and employs 7 people.
Rmr Wealth Management owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Todd Mayer Control | Chief Compliance Officer | Under 5% | 2009 |
| Philip S. Rabinovich Control | Managing Member | Over 75% | 2009 |
Frequently asked questions
How much does Rmr Wealth Management manage?
Rmr Wealth Management reports $195.4 million in regulatory assets under management on its Form ADV.
How many employees does Rmr Wealth Management have?
Rmr Wealth Management reports 7 employees.
Where is Rmr Wealth Management located?
Rmr Wealth Management is based in New York, NY and has been SEC-registered since 2009.
Does Rmr Wealth Management disclose fund performance?
Rmr Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14 Penn Plaza, Ste 1316, New York, NY 10122 |
| Phone | 212-785-4377 |
| Fax | 212-202-6097 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$195.4M▲ 44%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$195.4Mregulatory AUM
Discretionary $184.1MNon-discretionary $11.3M