RMR WEALTH ADVISORS LLC

CRD #151173 SEC #801-70487 MADISON, WI 608-663-7676

SEC Registered

Total AUM

$369.3M

Discretionary

$369.3M

Employees

Clients

101

Accounts

487

Firm Details

Organization Type: Limited Liability Company
State of Formation: Wisconsin
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 27, 2024
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Biederman, DARA, Beth	I	CHIEF COMPLIANCE OFFICER	NA
Biederman, DARA, Beth	I	CHIEF COMPLIANCE OFFICER	NA
Biederman, DARA, Beth	I	CHIEF COMPLIANCE OFFICER	NA
Biederman, DARA, Beth	I	CHIEF COMPLIANCE OFFICER	NA
Biederman, DARA, Beth	I	CHIEF COMPLIANCE OFFICER	NA
Biederman, DARA, Beth	I	CHIEF COMPLIANCE OFFICER	NA
GIAGEOS, DOUGLAS, KEITH	I	CHIEF COMPLIANCE OFFICER	NA
GIAGEOS, DOUGLAS, KEITH	I	CHIEF COMPLIANCE OFFICER	NA
GIAGEOS, DOUGLAS, KEITH	I	CHIEF COMPLIANCE OFFICER	NA
GIAGEOS, DOUGLAS, KEITH	I	CHIEF COMPLIANCE OFFICER	NA
GIAGEOS, DOUGLAS, KEITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER	NA	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER	NA	Control
SOWLS, LISA	I	OWNER	NA
MERCER GLOBAL ADVISORS INC.	DE	PARENT COMPANY	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER AS OF 1/22/2021	E	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER	D	Control
MIKKELSON, ERIK, JOHN	I	MANAGING MEMBER	D	Control
GIAGEOS, DOUGLAS, KEITH	I	CHIEF COMPLIANCE OFFICER	C
GIAGEOS, DOUGLAS, KEITH	I	CHIEF COMPLIANCE OFFICER	C
SOWLS, LISA	I	OWNER	B
SOWLS, LISA	I	OWNER	B

Registrations

Federal

Mar 27, 2024 REGISTERED

Notice Filings (4)

IL MN TX WI

Address

400 INTERLAKE DRIVE
SUITE 200
MADISON, WI 53716-3808
United States

Phone: 608-663-7676