# RM Private Wealth Management

> RM Private Wealth Management is an SEC-registered investment advisory firm in Miami, FL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 300082
- Filed as: RM PRIVATE WEALTH MANAGEMENT
- Legal name: RM Private Wealth Management Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300082
- AdvisorCensus page: https://advisorcensus.com/firm/rm-private-wealth-management-miami-fl-300082

## Quick answers

**How is RM Private Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), RM Private Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is RM Private Wealth Management located?**
RM Private Wealth Management's principal office is in Miami, FL, according to its Form ADV.

**Is RM Private Wealth Management registered with the SEC or a state?**
RM Private Wealth Management is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 300082.

**How much does RM Private Wealth Management manage?**
RM Private Wealth Management reports $340,883,458 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have RM Private Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for RM Private Wealth Management: Regulatory assets under management: $194,000,000 in the October 2021 data and $340,883,458 in the October 2026 data, up 76%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does RM Private Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (71).

**Which custodians does RM Private Wealth Management use?**
RM Private Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Interactive Brokers LLC and Morgan Stanley as custodians holding 10% or more of its separately managed account assets.

**Does RM Private Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300082

**Does RM Private Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "The Advisor’s cumulative minimum account requirement for opening and maintaining an account is $1 million. However, the Advisor may accept accounts with a lower value at its sole discretion."

**What changed in RM Private Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $268,722,339 to $340,883,458 (+27%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The Advisor’s cumulative minimum account requirement for opening and maintaining an account is $1 million. However, the Advisor may accept accounts with a lower value at its sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC
- Morgan Stanley

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $340,883,458
- Discretionary: $340,883,458
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 71 | $340,883,458 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rmpwealth.com
- Facebook @RMPWM
- LinkedIn @rmpwm

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $194,000,000 | 1 | March 18, 2021 |
| October 2022 | $244,139,093 | 1 | March 10, 2022 |
| October 2023 | $147,832,707 | 1 | March 24, 2023 |
| October 2024 | $219,755,228 | 1 | March 26, 2024 |
| October 2025 | $268,722,339 | 1 | March 11, 2025 |
| October 2026 | $340,883,458 | 1 | March 10, 2026 |

Regulatory assets under management: $194,000,000 in the October 2021 data and $340,883,458 in the October 2026 data, up 76%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $268,722,339 to $340,883,458 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RM Private Wealth Management (CRD 300082): Form ADV filing data as of October 2026.