RMR Wealth Advisors, LLC
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RMR Wealth Advisors, LLC - overview
Established
2009
Location
Madison, WI, US
Primary Industry
Financial Services
About
Based in Wisconsin, US, and founded in 2009 by Erik Mikkelson, RMR Wealth Advisors, LLC, a. k. a. RMR Wealth Advisors operates as a provider of investment advisory related to retirement planning and wealth management.
In June 2023, Mercer Global Advisors Inc. , a portfolio company of Oak Hill Capital and Genstar Capital Partners, acquired RMR Wealth Advisors, LLC. The company provides a wide range of services, including wealth planning, investment management process, disciplined investing, and family financial services. RMR Wealth Advisors also offers advisory services and managing investment advisory accounts services, such as retirement strategies and planning (pre and post-retirement) to reach your retirement goals, liability, and catastrophe avoidance insurance planning, comprehensive wealth management counseling, and coaching, income/capital gains tax strategies, and more.
Current Investors
Mercer Global Advisors Inc.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Financial Services
Website
www.rmradvisors.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
RMR Wealth Advisors, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | RMR Wealth Advisors, LLC | - |
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RMR Wealth Advisors, LLC - employee data
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