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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

RMR WEALTH MANAGEMENT

CRD 152266

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d716755-ea51-fb68-5f55-34dfcbb77f3b

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 3
On other graphs: 0
Observed: Mar 30, 2012 to Mar 31, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.9 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $195MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $184M
Private client RAUM: $175MderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $24.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 440
Individual clients: 144
High net worth clients: 34
Custody, client assets: $136M
SEC number: 801-70823
CRD: 152266
Filings on the tape: 30
First filed: Mar 30, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, NY
Website: rmrwm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRIAN TODD MAYER	n/a	NEW YORK, NY	16	30	1	yes
PHILIP S. RABINOVICH	n/a	NEW YORK, NY	16	27	1	yes
LORE MARIE GORDON	n/a	NEW YORK, NY	13	39	n/a	yes
MARK MAGNUSEN	n/a	NEW YORK, NY	0	16	7	yes
RICHARD THOMAS TATTORY	Certified Financial Planner	Morrisville, PA	0	37	1	no
SCOTT J CLEMENTS	n/a	New York, NY	0	32	8	no
EDWIN LUGO	Chartered Financial Analyst	Westport, CT	0	23	1	no
JOSEPH WILLIAM SULLIVAN	n/a	Port St Lucie, FL	0	23	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MAYER, BRIAN, TODD	CHIEF COMPLIANCE OFFICER	Na	yes	11/2009	Mar 30, 2012	Mar 29, 2024
RABINOVICH, PHILIP, S.	MANAGING MEMBER	E	yes	11/2009	Mar 30, 2012	Mar 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$195M	$184M	7	7	0	n/a	n/a
2024	Mar 28, 2025	$136M	$126M	4	4	0	n/a	n/a
2023	Mar 29, 2024	$117M	$110M	4	4	0	n/a	n/a
2022	Mar 30, 2023	$106M	$98.5M	5	4	0	n/a	n/a
2021	Mar 30, 2022	$125M	$113M	5	5	0	n/a	n/a
2020	Mar 30, 2021	$105M	$94.9M	5	5	0	n/a	n/a
2019	May 16, 2020	$74.7M	$61.3M	5	5	0	n/a	n/a
2018	Mar 29, 2019	$67.3M	$65.2M	6	6	0	n/a	n/a
2017	Mar 30, 2018	$64.3M	$64.3M	5	4	0	n/a	n/a
2016	Mar 30, 2017	$57.3M	$55.2M	5	5	n/a	n/a	n/a
2015	Mar 30, 2016	$50.6M	$47.9M	4	4	n/a	n/a	n/a
2014	Feb 24, 2015	$51.0M	$48.0M	8	6	n/a	n/a	n/a
2013	Mar 31, 2014	$49.2M	$49.2M	13	5	n/a	n/a	n/a
2012	Mar 15, 2013	$38.6M	$38.6M	13	5	n/a	n/a	n/a
2011	Mar 30, 2012	$27.3M	$27.3M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
5	1	4	12.5%	2	0	0	5	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$195M	$136M	43.9%	$106M	22.5%	7	4	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FOUNTAINHEAD ADVISORS	2	Nov 14, 2025	Dec 2, 2025	WARREN, NJ	Team lift out	RIA to RIA	9.5%

Relationships

Registered with (11)

← JOSEPH WILLIAM SULLIVANAdvisorregistration: current employment
Sep 4, 2026 to presentfactForm ADV
← EDWIN LUGOAdvisorregistration: current employment
Jul 17, 2026 to presentfactForm ADV
← SCOTT J CLEMENTSAdvisorregistration: current employment
Dec 2, 2025 to presentfactForm ADV
← RICHARD THOMAS TATTORYAdvisorregistration: current employment
Nov 19, 2025 to presentfactForm ADV
← MARK MAGNUSENAdvisorregistration: current employment
Oct 17, 2025 to presentfactForm ADV
← LORE MARIE GORDONAdvisorregistration: current employment
Feb 15, 2013 to presentfactForm ADV
← PHILIP S. RABINOVICHAdvisorregistration: current employment
Jan 14, 2010 to presentfactForm ADV
← BRIAN TODD MAYERAdvisorregistration: current employment
Jan 7, 2010 to presentfactForm ADV
← FRANK HENRY CHIAPPONEAdvisorregistration: previous registration
Nov 21, 2019 to Mar 26, 2026factForm ADV
← JOHN J FIORITOAdvisorregistration: previous registration
Jun 13, 2014 to Jan 5, 2023factForm ADV
← CHRISTOPHER MILNE GETHINGAdvisorregistration: previous registration
Mar 28, 2011 to Mar 3, 2014factForm ADV

Moved with (1)

← FOUNTAINHEAD ADVISORSRegistered adviser2 advisors, team lift out, same day
Nov 14, 2025 to Dec 2, 2025factForm ADV

Controls (2)

← MAYER, BRIAN, TODDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to Mar 29, 2024factForm ADV
← RABINOVICH, PHILIP, S.OwnerMANAGING MEMBER, ownership code E, individual
Mar 30, 2012 to Mar 29, 2024factForm ADV

Dated events

Occurred
Mar 26, 2026
Advisor changed firm
Frank Henry Chiappone left Rmr Wealth Management for Lpl Financial Llc (registered 2026-03-20)
Form ADVobserved 3 days ago
Occurred
Nov 14, 2025
Team lift-out
2 advisors left Fountainhead Advisors (Warren, NJ) for Rmr Wealth Management on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Jan 5, 2023
Advisor changed firm
John J Fiorito left Rmr Wealth Management for Wealthcare Advisory Partners Llc (registered 2022-12-02)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d716755-ea51-fb68-5f55-34dfcbb77f3b
First observed: Mar 30, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RMR WEALTH MANAGEMENT

CRD 152266

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d716755-ea51-fb68-5f55-34dfcbb77f3b

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN TODD MAYER

n/a

NEW YORK, NY

yes

PHILIP S. RABINOVICH

n/a

NEW YORK, NY

yes

LORE MARIE GORDON

n/a

NEW YORK, NY

n/a

yes

MARK MAGNUSEN

n/a

NEW YORK, NY

yes

RICHARD THOMAS TATTORY

Certified Financial Planner

Morrisville, PA

SCOTT J CLEMENTS

n/a

New York, NY

EDWIN LUGO

Chartered Financial Analyst

Westport, CT

JOSEPH WILLIAM SULLIVAN

n/a

Port St Lucie, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MAYER, BRIAN, TODD

CHIEF COMPLIANCE OFFICER

yes

11/2009

Mar 30, 2012

Mar 29, 2024

RABINOVICH, PHILIP, S.

MANAGING MEMBER

yes

11/2009

Mar 30, 2012

Mar 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$195M

$184M

n/a

2024

Mar 28, 2025

$136M

$126M

n/a

2023

Mar 29, 2024

$117M

$110M

n/a

2022

Mar 30, 2023

$106M

$98.5M

n/a

2021

Mar 30, 2022

$125M

$113M

n/a

2020

Mar 30, 2021

$105M

$94.9M

n/a

2019

May 16, 2020

$74.7M

$61.3M

n/a

2018

Mar 29, 2019

$67.3M

$65.2M

n/a

2017

Mar 30, 2018

$64.3M

n/a

2016

Mar 30, 2017

$57.3M

$55.2M

n/a

2015

Mar 30, 2016

$50.6M

$47.9M

n/a

2014

Feb 24, 2015

$51.0M

$48.0M

n/a

2013

Mar 31, 2014

$49.2M

n/a

2012

Mar 15, 2013

$38.6M

n/a

2011

Mar 30, 2012

$27.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

12.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$195M

$136M

43.9%

$106M

22.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FOUNTAINHEAD ADVISORS

Nov 14, 2025

Dec 2, 2025

WARREN, NJ

Team lift out

RIA to RIA

9.5%