R&M WEALTH MANAGEMENT SERVICES, LLC
CRD #122229 SEC #801-66258 BETHESDA, MD 301-564-3636
SEC Registered
Total AUM
$22.7M
Discretionary
$22.7M
Employees
5
Clients
26
Accounts
27
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALBERT, DAVID | I | MEMBER | NA | Control |
| ALBERT, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBERT, DAVID | I | MEMBER | NA | Control |
| ALBERT, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBERT, DAVID | I | MEMBER | E | Control |
| ALBERT, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ALBERT, DAVID | I | MEMBER | E | Control |
| ALBERT, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WARRING, JAMES, DALE | I | MEMBER | E | Control |
Registrations
Federal
IA
Mar 24, 2009 REGISTERED
Notice Filings (2)
MD VA
Address
6903 ROCKLEDGE DRIVESUITE 1200
BETHESDA, MD 20817
United States
Phone: 301-564-3636