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Rmr Wealth Builders, Inc.

● SEC registered since 2014CRD 169005SEC# 801-80404Montclair, NJ
Export (members)
Reg. AUM
$2.2B
Employees
49
Accounts
4,428
Location
Montclair, NJ

Rmr Wealth Builders, Inc. assets under management

Rmr Wealth Builders, Inc. is an investment advisory firm registered with the SEC based in Montclair, NJ. The firm has been registered since 2014. It reports $2.2 billion in regulatory assets under management and employs 49 people.

Rmr Wealth Builders, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Douglas Richard Roth ControlCo-Chairman25-50%1986
Ed Majtenyi Trust ControlPresident25-50%2025
Joseph James Russo ControlCo-Chairman25-50%2016
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Frequently asked questions

How much does Rmr Wealth Builders, Inc. manage?

Rmr Wealth Builders, Inc. reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does Rmr Wealth Builders, Inc. have?

Rmr Wealth Builders, Inc. reports 49 employees.

Where is Rmr Wealth Builders, Inc. located?

Rmr Wealth Builders, Inc. is based in Montclair, NJ and has been SEC-registered since 2014.

Does Rmr Wealth Builders, Inc. disclose fund performance?

Rmr Wealth Builders, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 Grove Street, Suite 203, Montclair, NJ 07042
Phone(201) 836-2460
Fax(201) 603-1174
Office hours5-Sep
SEC regionNew York Regional Office (NYRO)
CIK1803848
Discloses disciplinary historyYes

Assets under management

Discretionary$2.14B
Non-discretionary$60M
Total (RAUM)$2.2B