RM Private Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
801 Brickell Ave, Suite 800
Miami FL 33131
Advisors at this office
1
Most active in
Florida · New Jersey · Washington
Also doing business as
Rm Private Wealth Management · Rm Private Wealth Management Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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