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RMR Wealth Management LLC Employee Directory

Financial ServicesNew York, United States2-10 Employees

RMR Wealth Management, LLC is an SEC-registered investment advisory firm based in New York City. The firm serves high net worth individuals and institutional clients by delivering comprehensive, personalized investment management, focusing on aligning each client’s objectives with a tailored plan that covers goal setting, risk/return profiling, asset allocation, and ongoing monitoring and reporting.

Operating in the financial services industry, RMR Wealth Management emphasizes an open and transparent partnership with clients, maintaining flexibility to adjust strategies as circumstances change. Founded by three senior investment officers with extensive experience, the firm positions itself as a collaborative advisory partner that manages the investment process from formulation to execution and review, addressing both opportunities and challenges along the way.

Find RMR Wealth Management LLC employees' phone numbers or email addresses

RMR Wealth Management LLC Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

RMR Wealth Management LLC's Leadership

  • Co-Founder And Managing Partner at RMR Wealth Management LLC
    B. M.
    Co-Founder And Managing Partner
    Mobile Phone
  • Managing Partner at RMR Wealth Management LLC
    P. R.
    Managing Partner
    Mobile Phone
  • Managing Director, Registered Principal at RMR Wealth Management LLC
    L. G.
    Managing Director, Registered Principal
    Mobile Phone
  • Senior Investment Advisor at RMR Wealth Management LLC
    C. F.
    Senior Investment Advisor
    Mobile Phone
  • Account Executive And Certified Retirement Counselor® at RMR Wealth Management LLC
    F. C.
    Account Executive And Certified Retirement Counselor®
    Mobile Phone
  • Financial Advisor at RMR Wealth Management LLC
    M. M.
    Financial Advisor
    Mobile Phone

RMR Wealth Management LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Sales
  • Other

Contact profiles from RMR Wealth Management LLC

Name
Title
Contact
Location
Last Update
  • Co-Founder And Managing Partner at RMR Wealth Management LLC
    B. M.
    Co-Founder And Managing Partner
    Mobile Phone
    United States, New York
    Jun 08, 2026
  • Managing Partner at RMR Wealth Management LLC
    P. R.
    Managing Partner
    Mobile Phone
    United States, New York
    Jun 24, 2026
  • Managing Director, Registered Principal at RMR Wealth Management LLC
    L. G.
    Managing Director, Registered Principal
    Mobile Phone
    United States
    Jun 09, 2026
  • Senior Investment Advisor at RMR Wealth Management LLC
    C. F.
    Senior Investment Advisor
    Mobile Phone
    United States, New York
    Apr 25, 2025
  • Account Executive And Certified Retirement Counselor® at RMR Wealth Management LLC
    F. C.
    Account Executive And Certified Retirement Counselor®
    Mobile Phone
    United States, New York
    Jun 08, 2026
  • Financial Advisor at RMR Wealth Management LLC
    M. M.
    Financial Advisor
    Mobile Phone
    United States, New York
    Apr 13, 2026

Frequently Asked Questions

What is RMR Wealth Management LLC known for?

Minus sign iconPlus sign iconRMR Wealth Management LLC was founded in 2009 and operates in the Financial Services industry. You can contact RMR Wealth Management LLC's main corporate office by phone at
+1-212-785-****
. Explore RMR Wealth Management LLC's company overview page for more information.

What is RMR Wealth Management LLC's most common email format?

Minus sign iconPlus sign iconRMR Wealth Management LLC employees' email format typically follows the pattern of FLast@rmrwm.com. Trying to find reliable and up-to-date employee contact data? Find more RMR Wealth Management LLC email formats with LeadIQ.

How many employees does RMR Wealth Management LLC have currently?

Minus sign iconPlus sign iconRMR Wealth Management LLC has approximately 8 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are RMR Wealth Management LLC's key employees and leadership?

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As of September 2026, RMR Wealth Management LLC's key employees include:

  • Co-Founder And Managing Partner: B. M.
  • Managing Partner: P. R.
  • Managing Director, Registered Principal: L. G.
  • Senior Investment Advisor: C. F.
  • Account Executive And Certified Retirement Counselor®: F. C.

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