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.
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 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.
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.
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.
You can reach the main office by calling the phone number 402-304-1877 or by fax NONE. The normal business hours are 9am to 6pm on Monday - Friday.