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RM PRIVATE WEALTH MANAGEMENT

MIAMI, FL · CRD 300082 · IAPD ↗ · rmpwealth.com · 571-332-7618

$340.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — RM PRIVATE WEALTH MANAGEMENT reported RAUM up 27% ($268.7M -> $340.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — RM PRIVATE WEALTH MANAGEMENT INC. is now doing business as RM PRIVATE WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
64
April 2024 — RM PRIVATE WEALTH MANAGEMENT reported RAUM up 49% ($147.8M -> $219.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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