Rm Investment Strategies, LLC
Rm Investment Strategies, LLC is an SEC-registered ria in Grand Rapids, MI with $21.9M assets under management (AUM, regulatory AUM), -14% over one year. See who owns Rm Investment Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322828, SEC 801-126515, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $21.9M (2026-03-27)
- Firm type
- Ria
- Location
- Grand Rapids, MI
- Employees
- 3
- Clients
- 57
- CRD
- 322828
- Ownership
- TIMMERMANS, JOHN, MICHAEL; CAMPBELL WEALTH ADVISORS, LLC; LUMINIST HOLDINGS, LLC; LUMINIST CAPITAL, LLC; THE GEARHART 2009 IRREVOCABLE TRUST
How much AUM does Rm Investment Strategies, LLC have?
Rm Investment Strategies, LLC reported $21.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Rm Investment Strategies, LLC?
Disclosed owners and executives of Rm Investment Strategies, LLC include TIMMERMANS, JOHN, MICHAEL, CAMPBELL WEALTH ADVISORS, LLC, LUMINIST HOLDINGS, LLC, LUMINIST CAPITAL, LLC, THE GEARHART 2009 IRREVOCABLE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.