RMR WEALTH MANAGEMENT
SEC RegisteredWise Strategy. Clear Pathways. Your Financial Journey Starts Here
About the firm
RMR Wealth Management, LLC is an SEC-registered investment advisory firm that provides high net worth individuals and institutional clients with comprehensive and personalized wealth management planning expertise.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio Management, Retirement Planning, Alternative Investments, Estate Planning, Insurance Planning, and Educational Savings Planning
Who they serve
High net worth individuals and institutional clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 144 | $40M |
| High Net Worth Individuals | 34 | $135M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 9 | $11M |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 31, 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. RMR 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.
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