# RMR Wealth Builders, Inc.

> RMR Wealth Builders, Inc. is an SEC-registered investment advisory firm in Montclair, NJ, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 15, 2026.

- CRD: 169005
- Filed as: RMR WEALTH BUILDERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Montclair, NJ
- Filing period: October 2026
- Form ADV filing dated: April 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169005
- AdvisorCensus page: https://advisorcensus.com/firm/rmr-wealth-builders-inc-montclair-nj-169005

## Quick answers

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

**Where is RMR Wealth Builders, Inc. located?**
RMR Wealth Builders, Inc.'s principal office is in Montclair, NJ, according to its Form ADV; the May 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is RMR Wealth Builders, Inc. registered with the SEC or a state?**
RMR Wealth Builders, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 169005.

**How much does RMR Wealth Builders, Inc. manage?**
RMR Wealth Builders, Inc. reports $2,885,624,988 in regulatory assets under management in its Form ADV filing dated April 15, 2026 (82% discretionary).

**How have RMR Wealth Builders, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for RMR Wealth Builders, Inc.: Regulatory assets under management: $385,171,577 in the October 2021 data and $2,885,624,988 in the October 2026 data, up 649%. Total employees: 37 in October 2021 and 64 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does RMR Wealth Builders, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,443); high net worth individuals (464); corporations or other businesses not listed above (189).

**Which custodians does RMR Wealth Builders, Inc. use?**
RMR Wealth Builders, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity as custodians holding 10% or more of its separately managed account assets.

**Does RMR Wealth Builders, Inc. report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169005

**What changed in RMR Wealth Builders, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 44 to 49. Regulatory assets under management went from $2,199,565,329 to $2,885,624,988 (+31%). Changed its office addresses in Apache Junction, AZ. Changed its office addresses in Edison, NJ. Changed its office addresses in Scottsdale, AZ. Changed its office addresses in Staten Island, NY. Changed its office addresses in Westport, CT. Added an office in Cranford, NJ. No longer lists an office in Clark, NJ. No longer lists an office in Spring Hill, FL.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity

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: $2,885,624,988
- Discretionary: $2,375,902,942
- Non-discretionary: $509,722,046

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,443 | $458,662,522 |
| High net worth individuals | 464 | $1,340,231,540 |
| Investment companies | 1 | $50,748,670 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,533,948 |
| Charitable organizations | 1 | $177,489,453 |
| Corporations or other businesses not listed above | 189 | $855,958,855 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2014 (11 years)
- Employees: 64 total, 49 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169005

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Apache Junction, AZ
- Cranford, NJ
- Edison, NJ
- Scottsdale, AZ
- Staten Island, NY
- Westport, CT

### Websites listed on Form ADV (Item 1.I)
- rmrwealth.com
- rmrwealthbuilders.com
- Facebook @rmrwealth
- LinkedIn @RMR-WEALTH-BUILDERS-INC-
- LinkedIn @rmr-wealth-workforce-solutions-retirement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $385,171,577 | 37 | June 9, 2021 |
| October 2022 | $1,051,207,319 | 47 | September 6, 2022 |
| October 2023 | $1,109,903,668 | 42 | June 29, 2023 |
| October 2024 | $1,695,730,206 | 47 | April 1, 2024 |
| October 2025 | $2,199,565,329 | 49 | July 1, 2025 |
| October 2026 | $2,885,624,988 | 64 | April 15, 2026 |

Regulatory assets under management: $385,171,577 in the October 2021 data and $2,885,624,988 in the October 2026 data, up 649%.
Total employees: 37 in October 2021 and 64 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 44 to 49.
- Regulatory assets under management went from $2,199,565,329 to $2,885,624,988 (+31%).
- Changed its office addresses in Apache Junction, AZ.
- Changed its office addresses in Edison, NJ.
- Changed its office addresses in Scottsdale, AZ.
- Changed its office addresses in Staten Island, NY.
- Changed its office addresses in Westport, CT.
- Added an office in Cranford, NJ.
- No longer lists an office in Clark, NJ.
- No longer lists an office in Spring Hill, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RMR Wealth Builders, Inc. (CRD 169005): Form ADV filing data as of October 2026.