RM PRIVATE WEALTH MANAGEMENT

801 Brickell Ave
Suite 800
Miami, Florida 33131
Tel: 571-332-7618

About RM PRIVATE WEALTH MANAGEMENT

RM PRIVATE WEALTH MANAGEMENT, formally registered with the SEC as RM PRIVATE WEALTH MANAGEMENT. The firm was established in 06/25/2020. They have over 1 offices throughout the country.

RM PRIVATE WEALTH MANAGEMENT is a Miami, Florida based Financial Planning firm with nearly $219,755,228 assets under management, offering retirement planning & investment advisory services to 172 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300082
SEC#	801-118937
Assets Managed by Firm	$219,755,228
No. of Clients	172
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	172	$219,755,228
High net worth individuals	65	$219,755,228

More Retirement Planning firms in Miami, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

Explore More Retirement Advisors in Miami, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.