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RMR WEALTH MANAGEMENT

NEW YORK, NY · CRD 152266 · IAPD ↗ · rmrwm.com · 212-785-4377

$195.4MRegulatory AUM
7Advisory reps
7Employees
5Clients
0Planning clients
0Private funds
8States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — RMR WEALTH MANAGEMENT reported RAUM up 44% ($135.8M -> $195.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2026 — RMR WEALTH MANAGEMENT grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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