Rmr Wealth Creations, Inc. (Lincoln)

Rmr Wealth Creations, Inc. is an adviser based in Lincoln. It manages $1.5 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Nebraska.

Rmr Wealth Creations provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rmr Wealth Creations: assets under management

The assets under management (AUM) of Rmr Wealth Creations, Inc. is $1.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rmr Wealth Creations, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rmr Wealth Creations, Inc.

Rmr Wealth Creations, Inc. is owned by Fortune Mico Mcghee. Brett Clinton Rosenberger joined the executive team most recently as the President And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brett Clinton Rosenberger	President and chief compliance officer	1 Oct 2011	50% - 75%	5027195
Fortune Mico Mcghee	Owner	1 Oct 2011	25% - 50%	5898644

Based in Lincoln

The principal office where Rmr Wealth Creations, Inc. performs its advisory services is located at 1201 O Street Suite 101, Lincoln, NE 68506, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.