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RMR WEALTH BUILDERS, INC.

MONTCLAIR, NJ · CRD 169005 · IAPD ↗ · (201) 836-2460

$2.89BRegulatory AUM
49Advisory reps
64Employees
7Clients
26-50Planning clients
0Private funds
41States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
March 2026 — RMR WEALTH BUILDERS, INC. reported RAUM up 31% ($2.20B -> $2.89B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
March 2026 — RMR WEALTH BUILDERS, INC. grew from 44 to 49 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
August 2025 — RMR WEALTH BUILDERS, INC. added office(s): 23 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — RMR WEALTH BUILDERS, INC.'s Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
63
April 2025 — RMR WEALTH BUILDERS, INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2025 — RMR WEALTH BUILDERS, INC. reported RAUM up 30% ($1.70B -> $2.20B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
March 2025 — RMR WEALTH BUILDERS, INC. notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2025 — RMR WEALTH BUILDERS, INC. added office(s): 25 -> 26 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
December 2024 — RMR WEALTH BUILDERS, INC. notice-filed in LA, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2024 — RMR WEALTH BUILDERS, INC. added office(s): 24 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — RMR WEALTH BUILDERS, INC. added office(s): 22 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — RMR WEALTH BUILDERS, INC. reported RAUM up 53% ($1.11B -> $1.70B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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