R & M Wealth Management, LLC

R & M Wealth Management, LLC (CRD# 170106) is a financial advisory firm headquartered in Bethesda, MD. They manage $6,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $6,000,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at R & M Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Albert
CRD#: 2455474
6903 Rockledge Drive, Suite 1200, Bethesda, MD 20817
84
Wealthminder
score

David Albert (CRD# 2455474) is an Investment Advisor Representative working at R & M Wealth Management, LLC in Bethesda, MD and has over 22 years of experience in the finance industry. David Albert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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