# R&M WEALTH MANAGEMENT SERVICES, LLC

R&M WEALTH MANAGEMENT SERVICES, LLC of BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 122229
- Type: SEC-registered investment adviser
- SEC file number: 801-66258
- Location: 6903 ROCKLEDGE DRIVE, SUITE 1200, BETHESDA, MD, 20817
- Phone: 301-564-3636
- Latest filing: 2009-03-24
- Regulatory AUM: $22.7M
- Discretionary AUM: $22.7M
- Clients: 1
- Accounts: 27

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [ALBERT JOHN DAVID](https://search.stillhousedata.com/person/740657) | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| [WARRING JAMES DALE](https://search.stillhousedata.com/person/770984) | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122229/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122229/similar
- Related entities: https://search.stillhousedata.com/firm/122229/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122229

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.