Joshua Mondschein

Employer firm

Rmr Wealth Builders, Inc. CRD 169005

$2.89B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1995 → Present
  Mondschein Associates, Inc.
  New York, NY
• 08/2012 → 12/2022
  Calton & Associates, Inc.
  Montclair, NJ
• 10/2020 → 08/2022
  Rmr Wealth Builders, Inc
  Montclair, NJ
• 08/2022 → 07/2025
  Rmr Wealth Builders, Inc.
  Montclair, NJ
• 07/2025 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ

Previous Registrations

• 2018-11-05 → 2023-01-02
  Calton & Associates, Inc.
  New York, NY
  Montclair, NJ
  New York, NY

Other Businesses

1) Mondschein Associates, Inc. Non-Investment related. Address: 450 N END AVE, 19A, New York, NY 10282. Nature of Business: Personal & Commercial Lines Licensed Life/Health & Property/Casualty Insurance Agent and Broker, Pension/401(k) Consultant. Position: Owner. Hours per month: 160. Hours per month during Securities trading hours: 140. Duties/Responsibilities: President of company. Specializes in Personal Lines, wealth preservation, Asset Protection & Estate Planning. 2) William H. Kearns Foundation. Non-Investment related. Address: 59 Seaview Drive, Montecito, CA 93108. Nature of Business: Supports charitable, religious, scientific, literary, and educational programs. Position: Uncompensated Director and Board Member. Hours per month: 5 Hours per month during Securities trading hours: 0. Duties/Responsibilities: Prepare Board Meeting minutes for approval, review and monitor financial statements, analyze, evaluate, approve, and monitor the compensation program for the one paid Director. 3) HR Ease, LLC. Non-Investment related. Address: 1715 N Westshore Blvd., #200, Tampa, FL 33607. Nature of Business: Benefit Administration Platform. Position/Title/Relationship: Director. Hours per month: 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: This is a benefit administration platform that assists companies in navigating employee benefit administration and decision making. 4) Wealth Builders Ventures OC, LLC. Non-Investment related. Address:251 Little Falls C/O Corporate Services Company. Wilmington DE 19808. Nature of Business: LLC formed for investment in Orange Comet. Position: Member. Start Date 04/23/2022. Hours per month: less than 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Member of the LLC. No products or services offered. LLC is formed as a holding company for the Orange Comet investment.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-26
• S63 Uniform Securities Agent State Law Examination
  1988-12-30