# RMR Wealth Management

> RMR Wealth Management is an SEC-registered investment advisory firm in New York, NY, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 152266
- Filed as: RMR WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152266
- AdvisorCensus page: https://advisorcensus.com/firm/rmr-wealth-management-new-york-ny-152266

## Quick answers

**How is RMR Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), RMR Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does RMR Wealth Management charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $1,000 to $25,000 (General consulting services); Hourly rate: $100 to $400 an hour (General consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is RMR Wealth Management located?**
RMR Wealth Management's principal office is in New York, NY, according to its Form ADV.

**Is RMR Wealth Management registered with the SEC or a state?**
RMR Wealth Management is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 152266.

**How much does RMR Wealth Management manage?**
RMR Wealth Management reports $195,372,517 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (94% discretionary).

**How have RMR Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for RMR Wealth Management: Regulatory assets under management: $104,608,417 in the October 2021 data and $195,372,517 in the October 2026 data, up 87%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does RMR Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (144); high net worth individuals (34); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

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

**Does RMR Wealth Management report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). 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/152266

**What changed in RMR Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 7. Regulatory assets under management went from $135,788,693 to $195,372,517 (+44%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Flat fee: $1,000 to $25,000 (General consulting services)

> General consulting fees will be charged on an agreed upon fixed fee, ranging from $1,000 to $25,000, or on an hourly basis, ranging from $100 to $400 per hour, depending on the nature and complexity of the specified project.

- Hourly rate: $100 to $400 an hour (General consulting services)

> General consulting fees will be charged on an agreed upon fixed fee, ranging from $1,000 to $25,000, or on an hourly basis, ranging from $100 to $400 per hour, depending on the nature and complexity of the specified project.

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.

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: $195,372,517
- Discretionary: $184,073,015
- Non-discretionary: $11,299,502

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 144 | $40,041,307 |
| High net worth individuals | 34 | $135,061,273 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $11,299,503 |
| Charitable organizations | 2 | $8,970,434 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (16 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, IN, MA, NJ, NY, PA, TX
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an 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/152266

### Websites listed on Form ADV (Item 1.I)
- rmrwm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $104,608,417 | 5 | April 12, 2021 |
| October 2022 | $124,804,293 | 5 | March 30, 2022 |
| October 2023 | $106,387,133 | 5 | June 6, 2023 |
| October 2024 | $117,458,924 | 4 | March 29, 2024 |
| October 2025 | $135,788,693 | 4 | March 28, 2025 |
| October 2026 | $195,372,517 | 7 | March 31, 2026 |

Regulatory assets under management: $104,608,417 in the October 2021 data and $195,372,517 in the October 2026 data, up 87%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 7.
- Regulatory assets under management went from $135,788,693 to $195,372,517 (+44%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RMR Wealth Management (CRD 152266): Form ADV filing data as of October 2026.