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R & M Wealth Management
R & M Wealth Management, LLC is a state-registered investment adviser in Bethesda, MD. It has one employee and one investment adviser. The firm is based in...
Overview
R & M Wealth Management, LLC is a state-registered investment adviser in Bethesda, MD. It has one employee and one investment adviser. The firm is based in Maryland.
General information
Firm type
Multi Family Office
Frequently asked questions
What regulatory structure does R & M Wealth Management operate under?
The firm is registered as an investment advisor with the U.S. Securities and Exchange Commission (SEC) or state securities regulator, depending on AUM. As an RIA, it owes a fiduciary duty to clients, meaning it must act in their best interests, a higher standard than the suitability standard that applies to broker-dealers (per SEC rules).
What is the minimum asset threshold to work with R & M Wealth Management?
The firm does not publicly disclose a minimum asset threshold. Typical RIA minimums for comprehensive wealth management range from $500,000 to $5 million, but this is speculative without firm-specific disclosure.
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