Overview
Assets Under Management: $176 million
Headquarters: MARSHFIELD, WI
High-Net-Worth Clients: 64
Average Client Assets: $2 million
Frequently Asked Questions
RETIREMENT WEALTH SOLUTIONS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #317253), RETIREMENT WEALTH SOLUTIONS LLC is subject to fiduciary duty under federal law.
RETIREMENT WEALTH SOLUTIONS LLC is headquartered in MARSHFIELD, WI.
RETIREMENT WEALTH SOLUTIONS LLC serves 64 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, RETIREMENT WEALTH SOLUTIONS LLC offers financial planning and portfolio management for individuals. View all service details ↓
RETIREMENT WEALTH SOLUTIONS LLC manages $176 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, RETIREMENT WEALTH SOLUTIONS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 539
Discretionary Accounts: 539
Regulatory Filings
CRD Number: 317253
Last Filing Date: 2025-02-03 00:00:00
Website: https://retirews.com