RM Private Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$340,883,458
Clients
71
100% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
71
HighAverage account size
$4,801,175
About
RM Private Wealth Management Inc. serves high-net-worth individuals and institutional clients, including pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and pension consulting services, and generally requires a cumulative account minimum of $1 million (with limited exceptions).
The firm employs a tactical allocation approach and uses fundamental, technical, and cyclical analysis to construct portfolios; it may use exchange-listed securities, foreign securities, mutual funds, options strategies and other derivatives to manage risk and pursue performance. RM Private Wealth typically manages client accounts on a discretionary basis and may recommend portfolio reallocations, cash positions, or specific stock selections to address sector weighting, income, or tax objectives.
What is distinctive about the firm is its scale relative to staffing: as of December 31, 2025 it reported roughly $340.9 million in discretionary assets under management across 71 clients, resulting in an unusually high AUM-per-advisor profile for a single-advisor firm. The firm also combines private wealth services with ERISA-focused pension consulting and related fiduciary/non-fiduciary plan support, a service mix less common among similarly sized, single-advisor practices.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Active portfolio management
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Fee options
Up to 1.50% annually (varies by type, complexity, and account size)
$500 per hour, negotiated and agreed upon in advance.
Account minimum: $1,000,000 Fee-only: Investment advisory fees based on assets under management, billed quarterly in advance.
Main office location
RM Private Wealth Management
801 Brickell Ave, Suite 800
Miami FL 33131, United States
Number of offices
1
Most active in
RM Private Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida · New Jersey · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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