RMW Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,164,072
Clients
25
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$326,563
About
RMW Wealth Management provides personalized wealth management and financial planning to individuals, families, trusts, foundations, corporations and retirement plans. The firm generally requires $500,000 for investment management and serves a small client base, consistent with a focus on higher‑net‑worth individuals and institutional plan sponsors.
RMW typically manages client portfolios on a discretionary basis and integrates financial planning with ongoing asset allocation, using mutual funds, ETFs, stocks and bonds and applying fundamental analysis when selecting securities. The firm also offers retirement plan consulting — including provider selection, benchmarking, fiduciary monitoring, fee review and participant communication — and can provide standalone financial planning engagements.
Distinctive aspects include a specialized Business Exit Planning service for owners of privately held businesses and an explicit emphasis on retirement plan consulting, services that are less common among independent solo advisers. The brochure also discloses that certain professionals are registered representatives of a FINRA broker‑dealer and licensed insurance agents, which creates potential conflicts of interest when commissionable products or insurance recommendations are made.
Client services
Financial planning
Portfolio management
Pension consulting
Retirement plan consulting
Expertise
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Fee options
Financial planning fixed fees range from $1,000 to $5,000 per engagement; Business Exit Planning fees are fixed and negotiable based on complexity.
Negotiable, generally ranges from 0.75% to 1.50% annually based on account size and complexity
Commissions received by certain professionals who are registered representatives for sales of securities and insurance products, separate from advisory fees.
Account minimum: $500,000
Main office location
RMW Wealth Management, LLC
Westwood MA, United States
Number of offices
1
Most active in
RMW Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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 active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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