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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-14-2014
- Office Locations
- 23
Office Locations
About RMR Wealth Builders, Inc.
RMR Wealth (RMR Wealth Builders, Inc.) is an RIA providing financial planning, retirement planning, and ongoing investment management, with dedicated services for public employees and retirees. The firm builds diversified portfolios using mutual funds and ETFs alongside fixed income and risk-managed allocations. Operates in retail and institutional channels and custodians with Charles Schwab and Fidelity/NFS.
Team overview
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CRM
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Owner & Executives
RYAN PATRICK DEGRAU
Chief Executive Officer, Vice President
- CRD
- #5562538
- Ownership
- 25% but less than 50%
DOUGLAS RICHARD ROTH
Managing director
- CRD
- #1185172
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Dominic Aceto
Wealth Advisor
- CRD
- #6987813
JENNIFER ADELE AIMONE-SEILER
Vice President, Wealth Advisor
- CRD
- #4854405
Showing 2 of 53 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,375,902,942 | $505,404 |
| Non-Discretionary | $509,722,046 | $1,385,114 |
| Total | $2,885,624,988 | $569,269 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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