# RMR WEALTH BUILDERS, INC.

RMR WEALTH BUILDERS, INC. of MONTCLAIR, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 169005
- Type: SEC-registered investment adviser
- SEC file number: 801-80404
- Location: 111 GROVE STREET, SUITE 203, MONTCLAIR, NJ, 07042
- Phone: (201) 836-2460
- Latest filing: 2026-04-15
- Regulatory AUM: $2.9B
- Discretionary AUM: $2.4B
- Non-discretionary AUM: $509.7M
- Clients: 64
- Accounts: 5,069

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Ryan Patrick Degrau | CHIEF EXECUTIVE OFFICER | — |
| Joseph James Russo | CO-CHAIRMAN | — |
| Douglas Richard Roth | CO-CHAIRMAN | — |
| Steven Felix Sergio | CHIEF COMPLIANCE OFFICER | — |
| Edward Albert Majtenyi | PRESIDENT | — |
| DEGRAU RYAN PATRICK | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; EXECUTIVE VICE PRESIDENT (+1 more) | — |
| RUSSO JOSEPH JAMES | CO-CHAIRMAN; SHARE HOLDER | — |
| ROTH DOUGLAS RICHARD | CO-CHAIRMAN; SHARE HOLDER | — |
| MAJTENYI EDWARD ALBERT | PRESIDENT; SHARE HOLDER | — |
| BARRETT JAMES PATRICK | CHIEF COMPLIANCE OFFICER | — |
| Sergio STEVEN Felix | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2024-12-19 | regulatory | IN SEPTEMBER 2022, AN INVESTMENT ADVISER REPRESENTATIVE STARTED WORKING FOR RMR IN THE STATE OF AZ. RMR APPLIED FOR THE IAR'S LICENSURE IN AZ. THE APPLICATION REQUIRED THE IAR TO PROVIDE FINGERPRINTS. HOWEVER, RMR FAILED TO SATISFY THE FINGERPRINT DEFICIENCY AND THUS THE IAR REMAINED UNLICENSED IN A… | Final | $10K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169005/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169005/similar
- Related entities: https://search.stillhousedata.com/firm/169005/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169005

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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.