Rmr Wealth Builders, INC.
Montclair, NJ·SEC-registered · CRD #169005
Rmr Wealth Builders, INC. is an SEC-registered investment advisory firm in Montclair, NJ managing $2.9B across 5.4k client accounts, with 49 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.9B
Client accounts
5.4k
Advisory staff
49
Fee model
Fee-based
How Rmr Wealth Builders, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Rmr Wealth Builders, INC.
How much does Rmr Wealth Builders, INC. manage?
Per its most recent SEC Form ADV filing (04/15/2026), Rmr Wealth Builders, INC. reports $2.9B in regulatory assets under management across roughly 5.4k client accounts.
How does Rmr Wealth Builders, INC. charge?
Rmr Wealth Builders, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Rmr Wealth Builders, INC. a fiduciary?
Yes. Rmr Wealth Builders, INC. is registered with the U.S. Securities and Exchange Commission (CRD #169005), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Rmr Wealth Builders, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Rmr Wealth Builders, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Montclair, NJ
Profile compiled from Rmr Wealth Builders, INC.'s public SEC Form ADV filing (CRD #169005, filed 04/15/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Rmr Wealth Builders, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Rmr Wealth Builders, INC.? Claim this profile.