RMR WEALTH BUILDERS, INC.
CRD #169005 SEC #801-80404 MONTCLAIR, NJ (201) 836-2460
SEC Registered
Total AUM
$2.2B
Discretionary
$2.1B
Employees
49
Clients
51
Accounts
4,428
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $2.2B | $2.1B | $60M | 49 | 11 |
| Jul 2025 | $2.2B | $2.1B | $60M | 49 | 11 |
| Jun 2025 | $2.2B | $2.1B | $60M | 49 | 11 |
| Apr 2025 | $2.2B | $2.1B | $60M | 49 | 11 |
| Mar 2025 | $2.2B | $2.1B | $60M | 49 | 11 |
| Feb 2025 | $1.7B | $1.4B | $247.8M | 47 | 10 |
| Jan 2025 | $1.7B | $1.4B | $247.8M | 47 | 10 |
| Nov 2024 | $1.7B | $1.4B | $247.8M | 47 | 10 |
| Nov 2024 | $1.7B | $1.4B | $247.8M | 47 | 10 |
| Apr 2024 | $1.7B | $1.4B | $247.8M | 47 | 10 |
| Mar 2024 | $1.7B | $1.4B | $247.8M | 47 | 10 |
| Jun 2023 | $1.1B | $929.7M | $180.2M | 42 | 4 |
| Apr 2023 | $1.1B | $929.7M | $180.2M | 42 | 4 |
| Mar 2023 | $1.1B | $929.7M | $180.2M | 42 | 4 |
| Mar 2023 | $1.1B | $929.7M | $180.2M | 42 | 4 |
| Feb 2023 | $1.1B | $970.5M | $80.7M | 47 | 9 |
| Sep 2022 | $1.1B | $970.5M | $80.7M | 47 | 9 |
| Mar 2022 | $1.1B | $970.5M | $80.7M | 47 | 9 |
| Mar 2022 | $1.1B | $970.5M | $80.7M | 47 | 9 |
| Jun 2021 | $385.2M | $373.2M | $12M | 37 | 8 |
| Apr 2021 | $385.2M | $373.2M | $12M | 37 | 8 |
| Apr 2021 | $385.2M | $373.2M | $12M | 37 | 8 |
| Mar 2021 | $385.2M | $373.2M | $12M | 37 | 8 |
| Feb 2021 | $178.9M | $178.2M | $632.3K | 22 | 30 |
| Jan 2021 | $178.9M | $178.2M | $632.3K | 22 | 30 |
| Nov 2020 | $178.9M | $178.2M | $632.3K | 22 | 30 |
| Sep 2020 | $178.9M | $178.2M | $632.3K | 22 | 30 |
| Sep 2020 | $178.9M | $178.2M | $632.3K | 22 | 30 |
| Jun 2020 | $178.9M | $178.2M | $632.3K | 22 | 30 |
| May 2020 | $178.9M | $178.2M | $632.3K | 22 | 30 |
| May 2020 | $178.9M | $178.2M | $632.3K | 22 | 30 |
| Mar 2020 | $178.9M | $178.2M | $632.3K | 22 | 30 |
| Mar 2020 | $178.9M | $178.2M | $632.3K | 22 | 30 |
| Mar 2019 | $150M | $150M | $0 | 20 | 16 |
| Oct 2018 | $120.7M | $120.7M | $0 | 20 | 12 |
| Sep 2018 | $120.7M | $120.7M | $0 | 20 | 12 |
| Jul 2018 | $120.7M | $120.7M | $0 | 20 | 12 |
| Apr 2018 | $120.7M | $120.7M | $0 | 20 | 12 |
| Mar 2018 | $120.7M | $120.7M | $0 | 20 | 12 |
| Dec 2017 | $104.2M | $104.2M | $0 | 23 | 0 |
| Mar 2017 | $104.2M | $104.2M | $0 | 23 | 11 |
| Mar 2016 | $94.1M | $94.1M | $0 | 17 | 11 |
| Jan 2016 | $104.7M | $104.7M | $0 | 5 | 11 |
| Jul 2015 | $104.7M | $104.7M | $0 | 5 | 11 |
| Jun 2015 | $104.7M | $104.7M | $0 | 5 | 11 |
| Mar 2015 | $104.7M | $104.7M | $0 | 5 | 11 |
| Feb 2015 | $100.9M | $100.9M | $0 | 5 | 11 |
| Nov 2014 | $0 | $0 | $0 | 5 | 0 |
| Nov 2014 | $0 | $0 | $0 | 16 | 0 |
| Oct 2014 | $0 | $0 | $0 | 16 | 0 |
| Sep 2014 | $0 | $0 | $0 | 16 | 0 |
DateSep 2025
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$60M
Employees49
Clients11
DateJul 2025
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$60M
Employees49
Clients11
DateJun 2025
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$60M
Employees49
Clients11
DateApr 2025
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$60M
Employees49
Clients11
DateMar 2025
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$60M
Employees49
Clients11
DateFeb 2025
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$247.8M
Employees47
Clients10
DateJan 2025
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$247.8M
Employees47
Clients10
DateNov 2024
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$247.8M
Employees47
Clients10
DateNov 2024
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$247.8M
Employees47
Clients10
DateApr 2024
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$247.8M
Employees47
Clients10
DateMar 2024
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$247.8M
Employees47
Clients10
DateJun 2023
Total AUM$1.1B
Discretionary$929.7M
Non-Disc.$180.2M
Employees42
Clients4
DateApr 2023
Total AUM$1.1B
Discretionary$929.7M
Non-Disc.$180.2M
Employees42
Clients4
DateMar 2023
Total AUM$1.1B
Discretionary$929.7M
Non-Disc.$180.2M
Employees42
Clients4
DateMar 2023
Total AUM$1.1B
Discretionary$929.7M
Non-Disc.$180.2M
Employees42
Clients4
DateFeb 2023
Total AUM$1.1B
Discretionary$970.5M
Non-Disc.$80.7M
Employees47
Clients9
DateSep 2022
Total AUM$1.1B
Discretionary$970.5M
Non-Disc.$80.7M
Employees47
Clients9
DateMar 2022
Total AUM$1.1B
Discretionary$970.5M
Non-Disc.$80.7M
Employees47
Clients9
DateMar 2022
Total AUM$1.1B
Discretionary$970.5M
Non-Disc.$80.7M
Employees47
Clients9
DateJun 2021
Total AUM$385.2M
Discretionary$373.2M
Non-Disc.$12M
Employees37
Clients8
DateApr 2021
Total AUM$385.2M
Discretionary$373.2M
Non-Disc.$12M
Employees37
Clients8
DateApr 2021
Total AUM$385.2M
Discretionary$373.2M
Non-Disc.$12M
Employees37
Clients8
DateMar 2021
Total AUM$385.2M
Discretionary$373.2M
Non-Disc.$12M
Employees37
Clients8
DateFeb 2021
Total AUM$178.9M
Discretionary$178.2M
Non-Disc.$632.3K
Employees22
Clients30
DateJan 2021
Total AUM$178.9M
Discretionary$178.2M
Non-Disc.$632.3K
Employees22
Clients30
DateNov 2020
Total AUM$178.9M
Discretionary$178.2M
Non-Disc.$632.3K
Employees22
Clients30
DateSep 2020
Total AUM$178.9M
Discretionary$178.2M
Non-Disc.$632.3K
Employees22
Clients30
DateSep 2020
Total AUM$178.9M
Discretionary$178.2M
Non-Disc.$632.3K
Employees22
Clients30
DateJun 2020
Total AUM$178.9M
Discretionary$178.2M
Non-Disc.$632.3K
Employees22
Clients30
DateMay 2020
Total AUM$178.9M
Discretionary$178.2M
Non-Disc.$632.3K
Employees22
Clients30
DateMay 2020
Total AUM$178.9M
Discretionary$178.2M
Non-Disc.$632.3K
Employees22
Clients30
DateMar 2020
Total AUM$178.9M
Discretionary$178.2M
Non-Disc.$632.3K
Employees22
Clients30
DateMar 2020
Total AUM$178.9M
Discretionary$178.2M
Non-Disc.$632.3K
Employees22
Clients30
DateMar 2019
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees20
Clients16
DateOct 2018
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees20
Clients12
DateSep 2018
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees20
Clients12
DateJul 2018
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees20
Clients12
DateApr 2018
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees20
Clients12
DateMar 2018
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees20
Clients12
DateDec 2017
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees23
Clients0
DateMar 2017
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees23
Clients11
DateMar 2016
Total AUM$94.1M
Discretionary$94.1M
Non-Disc.$0
Employees17
Clients11
DateJan 2016
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$0
Employees5
Clients11
DateJul 2015
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$0
Employees5
Clients11
DateJun 2015
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$0
Employees5
Clients11
DateMar 2015
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$0
Employees5
Clients11
DateFeb 2015
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees5
Clients11
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0