RMR WEALTH ADVISORS LLC
CRD #151173 SEC #801-70487 MADISON, WI 608-663-7676
SEC Registered
Total AUM
$369.3M
Discretionary
$369.3M
Employees
2
Clients
101
Accounts
487
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $369.3M | $369.3M | $0 | 2 | 0 |
| Jun 2023 | $344.2M | $338.5M | $5.7M | 5 | 0 |
| Mar 2023 | $344.2M | $338.5M | $5.7M | 5 | 0 |
| Mar 2022 | $382.5M | $376.7M | $5.8M | 6 | 0 |
| Aug 2021 | $315.2M | $315.2M | $0 | 6 | 0 |
| Aug 2021 | $315.2M | $315.2M | $0 | 6 | 0 |
| Jan 2021 | $315.2M | $315.2M | $0 | 6 | 0 |
| Jun 2020 | $261.9M | $261.9M | $0 | 6 | 0 |
| Mar 2020 | $261.9M | $261.9M | $0 | 6 | 0 |
| Mar 2019 | $240M | $240M | $0 | 6 | 0 |
| Apr 2018 | $227.5M | $227.5M | $0 | 5 | 0 |
| Mar 2018 | $227.5M | $227.5M | $0 | 5 | 0 |
| Mar 2018 | $221.7M | $221.7M | $0 | 5 | 0 |
| Mar 2017 | $207.6M | $207.6M | $0 | 4 | 100 |
| Mar 2017 | $186M | $186M | $0 | 4 | 100 |
| Mar 2016 | $186M | $186M | $0 | 4 | 100 |
| Mar 2015 | $158.5M | $158.5M | $0 | 5 | 100 |
| Mar 2014 | $142.6M | $142.6M | $0 | 4 | 100 |
| Mar 2013 | $104.5M | $104.1M | $457K | 4 | 115 |
| Feb 2013 | $90.2M | $90M | $272.5K | 4 | 106 |
| Oct 2012 | $90.2M | $90M | $272.5K | 1 | 106 |
| Sep 2012 | $90.2M | $90M | $272.5K | 1 | 106 |
| Jun 2012 | $90.2M | $90M | $272.5K | 1 | 106 |
| Mar 2012 | $90.2M | $90M | $272.5K | 1 | 106 |
| Mar 2011 | $67.8M | $67.8M | $0 | 5 | -- |
| Sep 2010 | $54.6M | $54.6M | $0 | 5 | -- |
| Apr 2010 | $54.6M | $54.6M | $0 | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2024
Total AUM$369.3M
Discretionary$369.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$344.2M
Discretionary$338.5M
Non-Disc.$5.7M
Employees5
Clients0
DateMar 2023
Total AUM$344.2M
Discretionary$338.5M
Non-Disc.$5.7M
Employees5
Clients0
DateMar 2022
Total AUM$382.5M
Discretionary$376.7M
Non-Disc.$5.8M
Employees6
Clients0
DateAug 2021
Total AUM$315.2M
Discretionary$315.2M
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$315.2M
Discretionary$315.2M
Non-Disc.$0
Employees6
Clients0
DateJan 2021
Total AUM$315.2M
Discretionary$315.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$261.9M
Discretionary$261.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$261.9M
Discretionary$261.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees6
Clients0
DateApr 2018
Total AUM$227.5M
Discretionary$227.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$227.5M
Discretionary$227.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$221.7M
Discretionary$221.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$207.6M
Discretionary$207.6M
Non-Disc.$0
Employees4
Clients100
DateMar 2017
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees4
Clients100
DateMar 2016
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees4
Clients100
DateMar 2015
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees5
Clients100
DateMar 2014
Total AUM$142.6M
Discretionary$142.6M
Non-Disc.$0
Employees4
Clients100
DateMar 2013
Total AUM$104.5M
Discretionary$104.1M
Non-Disc.$457K
Employees4
Clients115
DateFeb 2013
Total AUM$90.2M
Discretionary$90M
Non-Disc.$272.5K
Employees4
Clients106
DateOct 2012
Total AUM$90.2M
Discretionary$90M
Non-Disc.$272.5K
Employees1
Clients106
DateSep 2012
Total AUM$90.2M
Discretionary$90M
Non-Disc.$272.5K
Employees1
Clients106
DateJun 2012
Total AUM$90.2M
Discretionary$90M
Non-Disc.$272.5K
Employees1
Clients106
DateMar 2012
Total AUM$90.2M
Discretionary$90M
Non-Disc.$272.5K
Employees1
Clients106
DateMar 2011
Total AUM$67.8M
Discretionary$67.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--