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- Custodian
- Charles Schwab & Company · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-24-2009
- Office Locations
- 3
Office Locations
About RMR Wealth Management
RMR Wealth Management, LLC is an SEC-registered RIA providing comprehensive, personalized wealth management for high-net-worth individuals and institutional clients. The firm actively manages custom portfolios with an emphasis on tax-advantaged, long-term outcomes, and supports clients with retirement planning, estate planning, insurance analysis, education savings, and alternative investment allocations as part of diversified portfolios.
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Owner & Executives
PHILIP S. RABINOVICH
Managing Member
- CRD
- #3232299
- Ownership
- 75% or more
BRIAN TODD MAYER
Chief Compliance Officer, Principal
- CRD
- #2640631
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SCOTT J CLEMENTS
Financial Advisor
- CRD
- #2473614
LORE MARIE GORDON
Managing Director
- CRD
- #1603850
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $184,073,015 | $428,077 |
| Non-Discretionary | $11,299,502 | $1,129,950 |
| Total | $195,372,517 | $444,028 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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