Data / Investment advisers / Florida / RM Private Wealth Management
RM Private Wealth Management, Miami, FL: $341 million AUM, SEC registered investment adviser
RM Private Wealth Management is an SEC registered investment adviser with its main office in Miami, Florida and reports $341 million in regulatory assets under management in its Form ADV filed March 10, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 300082
- SEC file number
- 801-118937
- SEC status
- Approved, effective June 25, 2020
- Legal name
- RM Private Wealth Management Inc.
- Main office
- 801 Brickell Ave Suite 800, Miami, FL 33131
- Phone
- (571) 332-7618
- Website
- rmpwealth.com
- Regulatory AUM
- $340,883,458 in the Form ADV filed March 10, 2026
- Discretionary AUM
- $340,883,458
- Accounts
- 185
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 71 | $340.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $340.9 million | March 10, 2026 |
| December 1, 2025 | $268.7 million | March 11, 2025 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Catenary Alternatives Asset Management, LLC | Miami | $353.3 million | 1 | adviserinfo.sec.gov |
| Avory & Co. | Miami | $353.2 million | Not listed | adviserinfo.sec.gov |
| Isq Openinfra Registered Advisor LLC | Miami | $348.1 million | 3 | adviserinfo.sec.gov |
| Brightline Capital Management, LLC | Miami | $346.4 million | 2 | adviserinfo.sec.gov |
| Black Toro LLC | Miami | $345.1 million | 1 | adviserinfo.sec.gov |
| Melodeon Capital Partners, LP | Miami | $340.6 million | 5 | adviserinfo.sec.gov |
| Flexis Capital | Miami | $339.1 million | 5 | adviserinfo.sec.gov |
| Eschaton Opportunities Fund Management LP | Miami | $333.9 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- RM Private Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.