AdvisorGrade
Fee-onlyFiduciaryNo reported disclosuresLocalInternational

Rm Private Wealth Management

Rm Private Wealth Management is a fee-only, SEC-registered investment adviser in Miami, Florida, registered with the SEC since 2020, managing approximately $341M. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #300082 · SEC #801-118937 · SEC-registered since 2020 (6 yrs) · Last filing data January 1, 2026

AUM
$341M

as of 2026

Fee model
Fee-only

per Form ADV 5.E

Clients
Not reported

Form ADV 5.C — may be institutional

Employees
1

1 advisers

Assets per adviser

$341Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm runs leaner (more assets per adviser).

From rmpwealth.com

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Screenshot of the Rm Private Wealth Management website

Overview

AI-generated summary

Rm Private Wealth Management is a fee-only, SEC-registered investment adviser based in Miami, Florida. It reported approximately $341M in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
300082
SEC #
801-118937
Headquarters
Miami, FL
Employees
1

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-only — the firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$341M
Assets under management by year
YearReported AUM
2026$341M

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

Rm Private Wealth Management reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Rm Private Wealth Management a fiduciary?+

Yes. Rm Private Wealth Management is an SEC-registered investment adviser (CRD #300082), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Rm Private Wealth Management compensated?+

Rm Private Wealth Management reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Rm Private Wealth Management manage?+

Rm Private Wealth Management reported approximately $341M in regulatory assets under management as of its most recent Form ADV filing.

Does Rm Private Wealth Management have any disclosures?+

Rm Private Wealth Management reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Rm Private Wealth Management has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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