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RMR WEALTH ADVISORS LLC
400 Interlake Drive
Suite 200
Madison, Wisconsin 53716-3808
Tel: 608-663-7676
About RMR WEALTH ADVISORS LLC
RMR WEALTH ADVISORS LLC, formally registered with the SEC as RMR WEALTH ADVISORS LLC. The firm was established in 08/17/2009. They have over 3 offices throughout the country.
RMR WEALTH ADVISORS LLC is a Madison, Wisconsin based Financial Planning firm with nearly $344,225,174 assets under management, offering retirement planning & investment advisory services to 517 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 151173 |
| SEC# | 801-70487 |
| Assets Managed by Firm | $344,225,174 |
| No. of Clients | 517 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 517 | $344,225,174 |
| Individuals (other than high net worth individuals) | 97 | $16,097,346 |
| High net worth individuals | 68 | $321,001,783 |
| Pension and profit sharing plans | 3 | $5,935,865 |
| Charitable organizations | 2 | $1,190,180 |
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