PPrivate Fund Data Log in Join · $37/mo

Rmr Wealth Management

● SEC registered since 2009CRD 152266SEC# 801-70823New York, NY
Export (members)
Reg. AUM
$135.8M
Employees
4
Accounts
208
Location
New York, NY

Rmr Wealth Management assets under management

Rmr Wealth Management operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2009. It reports $135.8 million in regulatory assets under management and employs 4 people.
www.rmrwm.comView on SEC.gov ↗

Rmr Wealth Management owners & executives

2 reported
NameTitleOwnershipSince
Brian Todd Mayer ControlChief Compliance OfficerUnder 5%2009
Philip S. Rabinovich ControlManaging MemberOver 75%2009

Frequently asked questions

How much does Rmr Wealth Management manage?

Rmr Wealth Management reports $135.8 million in regulatory assets under management on its Form ADV.

How many employees does Rmr Wealth Management have?

Rmr Wealth Management reports 4 employees.

Where is Rmr Wealth Management located?

Rmr Wealth Management is based in New York, NY and has been SEC-registered since 2009.

Does Rmr Wealth Management disclose fund performance?

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

Contact & registration

Address14 Penn Plaza, Ste 1316, New York, NY 10122
Phone212-785-4377
Fax212-202-6097
Office hours9a.m. To 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$126.4M
Non-discretionary$9.4M
Total (RAUM)$135.8M