RM Private Wealth Management

Overview

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. RM PRIVATE WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-10, it reported 1 employee; 185 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses; client categories including High net worth individuals; compensation arrangements including A percentage of assets under management, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.