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RM Private Wealth Management
RM Private Wealth Management was established in 2018 in Miami, Florida. It operates as an independent registered investment advisor serving high-net-worth...
RM Private Wealth Management
RM Private Wealth Management was established in 2018 in Miami, Florida. It operates as an independent registered investment advisor serving high-net-worth individuals, families, companies, pensions, institutions, foundations, and endowments. The firm emphasizes a fee-only, fiduciary model designed to eliminate commission-based conflicts of interest. Its investment strategy spans a range of asset classes and services. The firm offers financial planning, fixed income, retirement planning, and portfolio management. It also makes available alternative investments, alternative beta strategies, municipal bond management, and tax-efficient risk parity portfolios. RM Private Wealth Management states that it provides access to stocks, bonds, ETFs, and over 8,000 mutual funds. Details on the firm's total assets under management, total deployment, and team size are not publicly disclosed. The firm maintains its corporate office at the Wells Fargo Center in Miami and states that it works with clients globally. The firm's only known portfolio page online contains no content. RM Private Wealth Management’s structure is best understood as a hybrid. It markets itself as an independent, unconflicted fiduciary, yet its platform is built upon the resources and custody services of Charles Schwab. This creates a separation between investment advice and institutional infrastructure that is distinct from fully vertically integrated wealth managers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Miami
Corporate office
Wells Fargo Center 333 SE 2nd Ave, Suite 2000, Miami, FL 33131, United States
Frequently asked questions
How does RM Private Wealth Management source its investment products?
The firm acts as an independent gatekeeper to a wide universe of securities. It cites access to over 8,000 mutual funds, alongside stocks, bonds, and ETFs. Its platform is backed by the custody and execution infrastructure of Charles Schwab, which provides the operational scale for transactions and safekeeping.
Is RM Private Wealth Management a true multi-family office or a traditional wealth management practice?
It is structured as a wealth management practice and RIA, not a multi-family office in the traditional sense of directly managing operating businesses or consolidated family balance sheets. Its service set is focused on financial planning, portfolio management, and retirement planning for a broad client base that includes families. The firm does not market family-office-style consolidated reporting or lifestyle management services.
What is RM Private Wealth Management's fee model?
The firm describes itself as 'fee-only' and operates as a fiduciary, meaning it is compensated directly by clients for advice and management. It states that this model removes commission incentives and conflicts of interest from product recommendations.
Who makes investment decisions at RM Private Wealth Management?
The firm's website does not name any individual investment committee members or analysts. It credits an unnamed 'Founding President' for its vision and service philosophy. The absence of a named team makes it difficult for an allocator to assess the depth of the investment bench or track record of specific decision-makers.
Does RM Private Wealth Management invest in alternative assets directly?
The firm lists 'Alternative Investments' and 'Alternative Beta' among its strategies. There is no public disclosure of specific alternative fund commitments, direct deals, or co-investments. The firm's external communications are focused on liquid markets and managed portfolio solutions.
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