Rmr Wealth Management
- Regulatory AUM
- $195M
- Discretionary
- $184M
- Clients
- 189
- Avg AUM / client
- $1.0M
- Accounts
- 440
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 144 | $40.0M | 20.5% |
| High net worth individuals | 34 | $135M | 69.1% |
| Pension and profit sharing plans | 9 | $11.3M | 5.78% |
| Charitable organizations | 2 | $9.0M | 4.59% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Todd Mayer | Chief Compliance Officer | Nov 2009 (17y) | Less than 5% | |
| Philip S. Rabinovich | Managing Member | Nov 2009 (17y) | 75% or more | |
| Lore Marie Gordon | Registered representative | Feb 2013 (13y) | ||
| Mark Magnusen | Registered representative | Oct 2025 (1y) | ||
| Richard Thomas Tattory | Registered representative | CFP | Nov 2025 (1y) | |
| Scott J Clements | Registered representative | Dec 2025 (1y) | ||
| Edwin Lugo | Registered representative | CFA | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $146M (75% of AUM) Mar 2026
- RBC $50.7M (68% of AUM) Jun 2020
- Sei Investments Distribution Co. $10.7M (10% of AUM) Apr 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗