RM Private Wealth Management
SEC RegisteredA trusted global investment and asset management firm providing sophisticated solutions to high-net-worth clients.
About the firm
RM Private Wealth Management is an independent, fee-only, fiduciary investment advisory firm that helps high-net-worth individuals and organizations manage, preserve, and grow their wealth through data-driven insight, exhaustive analysis, and savvy investment management. The firm is backed by the resources of Charles Schwab and is led by Founding President Ramesh Madhusudan, CIMA®, CPWA®, CDFA®.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Fixed Income Services, Investment Solutions, Longevity Planning, Portfolio Management, and Retirement Planning, offered on a fee-only and fiduciary basis free of commission incentives and conflicts of interest.
Who they serve
High-net-worth individuals and organizations, as well as individual, organizational, and institutional investors across a broad wealth spectrum.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 71 | $341M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RM Private Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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