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- Custodian
- Charles Schwab & Company · Interactive Brokers · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-20-2019
- Office Locations
- 1
Office Locations
About RM Private Wealth Management
RM Private Wealth Management is an independent, fee-only fiduciary RIA providing highly customized wealth management, portfolio management, and financial/retirement and longevity planning for high-net-worth individuals and institutional investors (foundations, endowments, pensions, and companies). Its data-driven investment solutions lean heavily on ETFs and fixed income, supported by Charles Schwab’s global resources and advanced execution capabilities.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RAMESH MADHUSUDAN
Chief Compliance Officer, President
- CRD
- #5389923
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $340,883,458 | $1,842,613 |
| Non-Discretionary | $0 | -- |
| Total | $340,883,458 | $1,842,613 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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