# RMR Wealth Builders

RMR Wealth Builders is a Bank / Wealth / Trust based in Montclair, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Montclair, United States
- **Region:** North America
- **Address:** Montclair, NJ, United States
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** rmrwealthbuilders.com
- **LinkedIn:** https://www.linkedin.com/company/rmr-wealth-builders-inc-

## Regulatory record

- **CRD number:** 169005
- **SEC file number:** 801-80404
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-15T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169005

## About

RMR Wealth Builders was founded in 1986 and is headquartered in Montclair, New Jersey. The firm operates as a registered investment adviser (RIA), providing portfolio management, financial planning, and investment advisory services to individuals, partnerships, corporations, and other entities. Its long tenure in northern New Jersey positions it as an established local presence in a competitive wealth-management corridor. The firm's investment approach centers on traditional wealth-management disciplines: asset allocation, retirement planning, and portfolio construction for taxable and tax-advantaged accounts. Publicly available regulatory filings describe an advisory model built around model portfolios and customized separate accounts rather than direct private investments, co-investments, or proprietary fund structures. The firm's geographic footprint concentrates on the New Jersey and New York metropolitan areas, typical of a suburban RIA serving professionals, retirees, and small-business owners. No current AUM or team-size figure is publicly disclosed. The firm has maintained a low public profile, with no adjacent vehicles, philanthropic foundations, or co-investor clubs identified in the public record. Its regulatory standing and 1986 founding date are confirmed through SEC and state-level investment-adviser registration records. Structurally, RMR Wealth Builders differs from family offices or institutional allocators by operating as a commission-eligible RIA that can recommend both advisory and brokerage products. This hybrid registered-rep / adviser posture is common among single-office wealth managers of its vintage and remains one of the few observable structural features absent more detailed disclosure.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### Does RMR Wealth Builders offer direct private investments or proprietary funds?

Publicly available regulatory filings do not indicate that the firm offers direct private investments, co-investments, or in-house proprietary funds. Its advisory business is built around model portfolios, separate accounts, and third-party products — the standard toolkit of a retail-oriented RIA.

### What is the ownership structure of RMR Wealth Builders?

The firm's ownership is not publicly detailed beyond its registration as a New Jersey-based entity operating under the RMR Wealth Builders brand. No affiliated holding company, family trust, or parent entity is disclosed in the public record.

### Does RMR Wealth Builders manage assets for institutional investors?

Yes. According to its regulatory profile, the firm advises corporations and other entities in addition to individuals, but the nature and scale of those institutional relationships have not been disclosed.

## Related profiles

- [RMR Capital](https://altss.com/profile/rmr-capital)
- [Roach Capital](https://altss.com/profile/roach-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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