A complete list of active advisors currently associated with RM Private Wealth Management

Warmer can help you find a great advisor at RM Private Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at RM Private Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.