RMR WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $195.4M |
| Discretionary | $184.1M94% of AUM |
| Non-Discretionary | $11.3M |
| Client Accounts | 440 |
| Avg Account Size | $444K |
| Employees | 7 |
| Peak AUM | $195.4MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $195M | +43.9% | +22.5% | +13.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $195.4M |
| Discretionary | $184.1M |
| Employees | 7 |
| Client Accounts | 440 |
| Client Range | 0 |
Contact & Location
Address
14 PENN PLAZA
NEW YORK NY 10122
Phone
212-785-4377
Filing History
42 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$184M
94.2% of AUM
Non-Discretionary
$11M
5.8% of AUM
Disc. mix ▲ 1.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Other Registrations
Registered RepBanking Institution