RM PRIVATE WEALTH MANAGEMENT INC.
Legal name: RM PRIVATE WEALTH MANAGEMENT
CRD #300082 SEC #801-118937 MIAMI, FL 571-332-7618
SEC Registered
Total AUM
$268.7M
Discretionary
$268.7M
Employees
1
Clients
0
Accounts
188
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $268.7M | $268.7M | $0 | 1 | 0 |
| Mar 2024 | $219.8M | $219.8M | $0 | 1 | 0 |
| Mar 2023 | $147.8M | $147.8M | $0 | 1 | 0 |
| Mar 2022 | $244.1M | $244.1M | $0 | 1 | 0 |
| Mar 2021 | $194M | $194M | $0 | 1 | 0 |
| Jun 2020 | $167.4M | $167.4M | $0 | 1 | 0 |
| May 2020 | $167.4M | $167.4M | $0 | 1 | 0 |
DateMar 2025
Total AUM$268.7M
Discretionary$268.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$219.8M
Discretionary$219.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$244.1M
Discretionary$244.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$194M
Discretionary$194M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees1
Clients0