RMR Wealth Builders provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 26–50 clients last fiscal year.
RMR Wealth Builders reports 2,099 clients. They include 1,443 individual clients, 464 high-net-worth individuals, and 189 corporations and other businesses. Of its assets, 82.3% ($2.38B across 4,701 accounts) are managed with discretion; $510M across 368 accounts are not. A wrap fee program the firm both sponsors and manages holds $210M. It advised 7 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 16% |
| High-net-worth individuals | 22% | 46% |
| Investment companies | <1% | 2% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | 6% |
| Other client typesCorporations and other businesses | 9% | 30% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,443 | $459M | 15.9% | $318K |
| High-net-worth individuals | 464 | $1.34B | 46.4% | $2.89M |
| Investment companies | 1 | $50.7M | 1.8% | $50.7M |
| Pension and profit-sharing plans | Fewer than 5 | $2.53M | 0.1% | $2.53M |
| Charitable organizations | Fewer than 5 | $177M | 6.2% | $177M |
| Corporations and other businesses | 189 | $856M | 29.7% | $4.53M |
| Total | 2,099 | $2.89B | 100% | — |
- Clients
- 1,443
- Regulatory AUM
- $459M
- AUM share
- 15.9%
- Avg. per client
- $318K
- Clients
- 464
- Regulatory AUM
- $1.34B
- AUM share
- 46.4%
- Avg. per client
- $2.89M
- Clients
- 1
- Regulatory AUM
- $50.7M
- AUM share
- 1.8%
- Avg. per client
- $50.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.53M
- AUM share
- 0.1%
- Avg. per client
- $2.53M
- Clients
- Fewer than 5
- Regulatory AUM
- $177M
- AUM share
- 6.2%
- Avg. per client
- $177M
- Clients
- 189
- Regulatory AUM
- $856M
- AUM share
- 29.7%
- Avg. per client
- $4.53M
Total
- Clients
- 2,099
- Regulatory AUM
- $2.89B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 7
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
RMR Wealth Builders is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Annual account administration fee
- Accounts billed directly pay an annual administrative fee of $80, prorated daily and charged quarterly, for access to the BlackDiamond platform.
- Financial planning and consulting
- Comprehensive and a la carte plans are flat fees; ongoing planning is $1,500 a year or $150 a month, with a retainer of up to 50% of the fee.
Ryan Degrau owns 25% to 50% of RMR Wealth Builders. Ryan Degrau is CEO; the leadership team includes Chief Compliance Officer Steven Sergio. It has 64 employees, 49 of them in advisory roles.
Leadership
- Ryan DegrauChief Executive Officer
- Steven SergioChief Compliance Officer
- Joseph RussoCo-Chairman
- Douglas RothCo-Chairman
Investment adviser representatives
54 representatives listed in the SEC register as of 9 October 2026.
- Dominic Aceto
- Jennifer Adele Aimone-Seiler
- William Coleman Andrews
- James Patrick Barrett
- James Stephen Bremis
- Marshall Stephen Burroughs
- Finn Case
- Charles Catapano
- Peter Lewis Chandler
- Nicholas Steven Choman
- Stephan Aaron Collaro
- Alyssa T Cortelyou
- Ryan Patrick Degrau
- John G Edwards
- Jodi M Ehrlich
- Anthony Richard Gallardo
- John David Gentry
- Aster J Getahun
- Ryan Goudie
- Marc Alexander Guido
- Christopher Scott Hacker
- Adam David Hunt
- Dennis Alexander Karpenko
- Sun Hyung Kim
- Nicholas LaVerghetta
- Matthew Brian Levens
- Dominick Lombardi
- Michael Luis
- Alec Marcus Majtenyi
- Edward Albert Majtenyi
- Gary Stephen Mannuzza Jr.
- Christopher Joseph McCoy
- Matthew McHale
- Joshua Mondschein
- Mason Murdock
- Herbert Lee Nealy JR
- Brogan Patrick O'Connor
- Kathleen Marie Oconnor
- Paul Michael Puleo
- Douglas Richard Roth
- Joseph James Russo JR
- Robert Russo
- Alexander Robert Salton
- Tim Evan Schaffer
- Adam Scharf
- Steven Felix Sergio
- Stuart Michael Simchowitz
- Allen V Sista
- John William Sokolowski JR.
- James M Sosinski CPA
- Keith S Stecker
- Nirav Ganpat Thakker
- Jared Weber
- Tyler Fielding Whitehouse
Staff
- 64 employees
- 49 in advisory functions
- 51 state-registered reps
- 34 insurance agents
- Owns 25% to 50% of RMR Wealth Builders, Inc.
Ryan Degrau
Control person · since January 2021
- Owns 25% to 50% of RMR Wealth Builders, Inc.
Joseph Russo
Control person · since January 2016
- Owns 25% to 50% of RMR Wealth Builders, Inc.
Douglas Roth
Control person · since August 1986
- Owns 25% to 50% of RMR Wealth Builders, Inc.
Ed Majtenyi Trust
Control person · since January 2025
RMR Wealth Builders’ regulatory assets grew 7.5× from $385M (June 2021) to $2.89B (April 2026); clients rose from 459 to 2,099 and employees from 37 to 64.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $2.89B | 2,099 | 64 | 24 |
| July 2025 | $2.2B | 1,903 | 49 | 25 |
| April 2024 | $1.7B | 1,698 | 47 | 25 |
| June 2023 | $1.11B | 1,303 | 42 | 23 |
| March 2022 | $1.05B | 1,126 | 47 | 15 |
| June 2021 | $385M | 459 | 37 | 16 |
Besides its headquarters, RMR Wealth Builders has 23 offices (17 private residences, listed without an address), with 7 listed addresses across 4 states.
New Jersey · 3 listed addresses
- 111 Grove Street, Suite 203, MontclairHQ
- 295 Pierson Ave, Edison
- 1150 Raritan Road, Suite 201, Cranford
Arizona · 2 listed addresses
- 115 N. Apache Trail, Suite A, Apache Junction
- 7047 E. Greenway Pkwy., Suite 460, Scottsdale
Connecticut · 1 listed address
- 500 Post Road East, 2nd Floor, Suite 224, Westport
New York · 1 listed address
- 7448 Amboy Road, Staten Island
Contact and registration details
- Legal name
- RMR Wealth Builders, Inc.
- Headquarters
- 111 Grove Street, Suite 203, Montclair, NJ 07042
- Website
- Not reported
- Phone
- 201-836-2460
- @rmr-wealth-builders-inc-
- SEC file
- 801-80404
- Structure
- New Jersey corporation
- Fiscal year end
- December
RMR Wealth Builders uses Fidelity ($1.67B, 87%) and Charles Schwab ($255M, 13%) as custodians for its separately managed accounts. RMR Wealth Builders does not have custody of client assets.
- FidelityFidelity Institutional Wealth Services · Boston, MA · $1.67B87%
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $255M13%
At year end, RMR Wealth Builders’ separately managed accounts were mostly in funds (71%) and stocks (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.61B across 316 positions; the largest are Vanguard Index Fds (9.7%), Vanguard Index Fds (9.7%) and Vanguard Index Fds (8.9%).
What the accounts hold
- Stocks20%
- Funds71%
- Bonds5%
- U.S. government and agency bonds3%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash3%
- Other1%
- Structured products, including buffered notes and similar structured investment instruments; and digital assets.1%
Reported 13F holdings
- $1.61B
- Reported 13F value
- 316
- Positions
- 54.1%
- In the 10 largest
- +26.8%
- Value vs. prior quarter
- Vanguard Index Fds · Growth ETF9.7%
- Vanguard Index Fds · S&P 500 ETF Shs9.7%
- Vanguard Index Fds · Value ETF8.9%
- iShares TR · Core S&P Mcp ETF5.5%
- iShares TR · Core MSCI Eafe4.5%
- Northern Lts FD TR II · Peakshares Rmr4.3%
- Nvidia Corporation3.1%
- iShares TR · Rus 1000 Grw ETF3.1%
- Apple Inc.2.8%
- Schwab Strategic TR · Sht TM US Tres2.5%
Together, the ten largest are 54.1% of reported value.
How many clients does RMR Wealth Builders have?
RMR Wealth Builders has 2,099 clients and manages $2.89 billion for them, as of April 2026. They include 1,443 individual clients, 464 high-net-worth individuals, and 189 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 April 2026
What services does RMR Wealth Builders offer?
RMR Wealth Builders provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does RMR Wealth Builders use?
RMR Wealth Builders’ separately managed account assets are held at Fidelity Institutional Wealth Services (Boston, MA), with $1.67B and Charles Schwab & Co., Inc. (El Paso, TX), with $255M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 April 2026
How many financial advisors does RMR Wealth Builders have?
RMR Wealth Builders has 51 investment adviser representatives registered with state securities authorities, out of 64 employees, and 49 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 34 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does RMR Wealth Builders invest in?
At the end of its last fiscal year, RMR Wealth Builders’ separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 3% U.S. government and agency bonds, 3% cash and equivalents, 1% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Structured Products, Including Buffered Notes and Similar Structured Investment Instruments; and Digital Assets.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns RMR Wealth Builders?
RMR Wealth Builders’ direct owners are Ryan Degrau, Joseph Russo, Douglas Roth and Ed Majtenyi Trust, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 15 April 2026
How does RMR Wealth Builders get paid?
RMR Wealth Builders is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is RMR Wealth Builders registered with the SEC?
Yes, RMR Wealth Builders has been registered with the SEC as an investment adviser since 14 October 2014. Its CRD number is 169005 and its SEC file number is 801-80404.
Source: Form ADV Part 1A, Item 1, filed 15 April 2026; IAPD firm record
How do I contact RMR Wealth Builders?
RMR Wealth Builders’ main office is at 111 Grove Street, Suite 203, Montclair, NJ 07042. Its phone number is 201-836-2460.