RMR WEALTH MANAGEMENT
CRD #152266 SEC #801-70823 NEW YORK, NY 212-785-4377
SEC Registered Disclosures
Total AUM
$135.8M
Discretionary
$126.4M
Employees
4
Clients
0
Accounts
208
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $135.8M | $126.4M | $9.4M | 4 | 0 |
| Mar 2024 | $117.5M | $109.6M | $7.9M | 4 | 0 |
| Jan 2024 | $106.4M | $98.5M | $7.9M | 5 | 0 |
| Jun 2023 | $106.4M | $98.5M | $7.9M | 5 | 0 |
| Mar 2023 | $106.4M | $98.5M | $7.9M | 5 | 0 |
| Mar 2022 | $124.8M | $113M | $11.9M | 5 | 0 |
| Apr 2021 | $104.6M | $94.9M | $9.7M | 5 | 0 |
| Mar 2021 | $104.6M | $94.9M | $9.7M | 5 | 0 |
| Jun 2020 | $74.7M | $61.3M | $13.4M | 5 | 1 |
| May 2020 | $74.7M | $61.3M | $13.4M | 5 | 1 |
| Feb 2020 | $67.3M | $65.2M | $2.1M | 6 | 1 |
| Nov 2019 | $67.3M | $65.2M | $2.1M | 6 | 1 |
| Nov 2019 | $67.3M | $65.2M | $2.1M | 6 | 1 |
| Mar 2019 | $67.3M | $65.2M | $2.1M | 6 | 1 |
| Mar 2018 | $64.3M | $64.3M | $0 | 5 | 1 |
| Feb 2018 | $57.3M | $55.2M | $2.1M | 5 | 0 |
| Jan 2018 | $57.3M | $55.2M | $2.1M | 5 | 0 |
| Mar 2017 | $57.3M | $55.2M | $2.1M | 5 | 26 |
| Jan 2017 | $50.6M | $47.9M | $2.7M | 4 | 100 |
| Mar 2016 | $50.6M | $47.9M | $2.7M | 4 | 100 |
| Feb 2015 | $51M | $48M | $3M | 8 | 26 |
| Jun 2014 | $49.2M | $49.2M | $0 | 13 | 26 |
| Mar 2014 | $49.2M | $49.2M | $0 | 13 | 26 |
| Oct 2013 | $38.6M | $38.6M | $0 | 13 | 26 |
| Apr 2013 | $38.6M | $38.6M | $0 | 13 | 26 |
| Mar 2013 | $38.6M | $38.6M | $0 | 13 | 26 |
| Mar 2012 | $27.3M | $27.3M | $0 | 6 | 26 |
| Mar 2011 | $25.4M | $25.4M | $0 | 10 | -- |
| Mar 2011 | $25.4M | $25.4M | $0 | 10 | -- |
| Dec 2010 | $25.8M | $25.8M | $0 | 10 | -- |
| Sep 2010 | $36M | $18M | $18M | 5 | -- |
| Aug 2010 | $36M | $18M | $18M | 5 | -- |
DateMar 2025
Total AUM$135.8M
Discretionary$126.4M
Non-Disc.$9.4M
Employees4
Clients0
DateMar 2024
Total AUM$117.5M
Discretionary$109.6M
Non-Disc.$7.9M
Employees4
Clients0
DateJan 2024
Total AUM$106.4M
Discretionary$98.5M
Non-Disc.$7.9M
Employees5
Clients0
DateJun 2023
Total AUM$106.4M
Discretionary$98.5M
Non-Disc.$7.9M
Employees5
Clients0
DateMar 2023
Total AUM$106.4M
Discretionary$98.5M
Non-Disc.$7.9M
Employees5
Clients0
DateMar 2022
Total AUM$124.8M
Discretionary$113M
Non-Disc.$11.9M
Employees5
Clients0
DateApr 2021
Total AUM$104.6M
Discretionary$94.9M
Non-Disc.$9.7M
Employees5
Clients0
DateMar 2021
Total AUM$104.6M
Discretionary$94.9M
Non-Disc.$9.7M
Employees5
Clients0
DateJun 2020
Total AUM$74.7M
Discretionary$61.3M
Non-Disc.$13.4M
Employees5
Clients1
DateMay 2020
Total AUM$74.7M
Discretionary$61.3M
Non-Disc.$13.4M
Employees5
Clients1
DateFeb 2020
Total AUM$67.3M
Discretionary$65.2M
Non-Disc.$2.1M
Employees6
Clients1
DateNov 2019
Total AUM$67.3M
Discretionary$65.2M
Non-Disc.$2.1M
Employees6
Clients1
DateNov 2019
Total AUM$67.3M
Discretionary$65.2M
Non-Disc.$2.1M
Employees6
Clients1
DateMar 2019
Total AUM$67.3M
Discretionary$65.2M
Non-Disc.$2.1M
Employees6
Clients1
DateMar 2018
Total AUM$64.3M
Discretionary$64.3M
Non-Disc.$0
Employees5
Clients1
DateFeb 2018
Total AUM$57.3M
Discretionary$55.2M
Non-Disc.$2.1M
Employees5
Clients0
DateJan 2018
Total AUM$57.3M
Discretionary$55.2M
Non-Disc.$2.1M
Employees5
Clients0
DateMar 2017
Total AUM$57.3M
Discretionary$55.2M
Non-Disc.$2.1M
Employees5
Clients26
DateJan 2017
Total AUM$50.6M
Discretionary$47.9M
Non-Disc.$2.7M
Employees4
Clients100
DateMar 2016
Total AUM$50.6M
Discretionary$47.9M
Non-Disc.$2.7M
Employees4
Clients100
DateFeb 2015
Total AUM$51M
Discretionary$48M
Non-Disc.$3M
Employees8
Clients26
DateJun 2014
Total AUM$49.2M
Discretionary$49.2M
Non-Disc.$0
Employees13
Clients26
DateMar 2014
Total AUM$49.2M
Discretionary$49.2M
Non-Disc.$0
Employees13
Clients26
DateOct 2013
Total AUM$38.6M
Discretionary$38.6M
Non-Disc.$0
Employees13
Clients26
DateApr 2013
Total AUM$38.6M
Discretionary$38.6M
Non-Disc.$0
Employees13
Clients26
DateMar 2013
Total AUM$38.6M
Discretionary$38.6M
Non-Disc.$0
Employees13
Clients26
DateMar 2012
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$25.8M
Discretionary$25.8M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$36M
Discretionary$18M
Non-Disc.$18M
Employees5
Clients--
DateAug 2010
Total AUM$36M
Discretionary$18M
Non-Disc.$18M
Employees5
Clients--