Investment adviser · CRD 169005
RMR WEALTH BUILDERS, INC.
Investment adviser filing (IA)
MONTCLAIR, NJ, United States · Form ADV filed Apr 15, 2026
- Regulatory AUM
- $2.89B Form ADV · Item 5.F
- Client accounts
- 5,069 Accounts, not individual clients
- Employees
- 64 Reported in this filing
- Advisory professionals
- 49 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 464 | $1,340,231,540 | 46.4% |
| Corporations & businesses | 189 | $855,958,855 | 29.7% |
| Individuals | 1,443 | $458,662,522 | 15.9% |
| Charities | Fewer than 5 | $177,489,453 | 6.2% |
| Investment companies | 1 | $50,748,670 | 1.8% |
| Retirement plans | Fewer than 5 | $2,533,948 | 0.1% |
Filing source
Form ADV 2095125 · Apr 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
111 GROVE STREET, SUITE 203MONTCLAIR, NJ, 07042, United States
CRD 169005
Filing source
Form ADV 2095125 · Apr 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.