Rm Private Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 10, 2026, reports $341M in regulatory assets under management, 1 employee, and 185 accounts.
Assets Under Management
$341M
Employees
1
Offices
--
Total Clients
71
Primary office
MIAMI, FL
801 BRICKELL AVE, SUITE 800, MIAMI, FL, United States
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
71
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$341Mas of March 10, 2026
Discretionary100.0%
$341M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$341M
Total Accounts185
10Y AUM Change+$173M (+103.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee71:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.