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RMR WEALTH ADVISORS LLC

MADISON, WI · CRD 151173 · IAPD ↗ · rmradvisors.com · 608-663-7676

$369.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2024 — RMR WEALTH ADVISORS LLC (MADISON, WI) left the SEC roster (was $369.3M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.