# JRM Tax & Wealth Management, LLC

> JRM Tax & Wealth Management, LLC is a state-registered investment advisory firm in Chester Heights, PA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 318299
- Filed as: JRM TAX & WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chester Heights, PA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318299
- AdvisorCensus page: https://advisorcensus.com/firm/jrm-tax-and-wealth-management-llc-chester-heights-pa-318299

## Quick answers

**How is JRM Tax & Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JRM Tax & Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is JRM Tax & Wealth Management, LLC located?**
JRM Tax & Wealth Management, LLC's principal office is in Chester Heights, PA, according to its Form ADV.

**Is JRM Tax & Wealth Management, LLC registered with the SEC or a state?**
JRM Tax & Wealth Management, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318299.

**How much does JRM Tax & Wealth Management, LLC manage?**
JRM Tax & Wealth Management, LLC reports $895,618 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does JRM Tax & Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (5).

**Does JRM Tax & Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318299

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $895,618
- Discretionary: $895,618
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $895,618 |
| High net worth individuals | 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [jrmtaxwm.com](https://jrmtaxwm.com)
- Facebook @JRM-Tax-Wealth-Management-LLC
- LinkedIn @93095924
- X @JRMTaxWM

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JRM Tax & Wealth Management, LLC (CRD 318299): Form ADV filing data as of October 2026.