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| Happy Holidays!! thanks for using AUM13F!! |
| Approach Retirement Advisors LLC
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|---|---|
| CRD # | 166221 |
| SEC # | 801-121714 |
| CIK # | |
| AUM | $199.4 M (2025-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 205-588-8637 |
| Address | 3928 Cypress Drive Birmingham, AL 35243 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 33.2 |
| (b) Individuals (high net worth individuals) | 57 | 163.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.1 |
| (h) Charitable organizations | 1 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 546 | 199.4 |
| By Discretionary | ||
| Discretionary | 546 | 199.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 546 | 199.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.4 | |
| Total | 546 | 199.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lighthouse Wealth Management Inc
✚
|
OH | 0.2 |
|
SWP Financial LLC
✚
|
CA | 0.2 |
|
Vitalstone Financial LLC
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TX | 0.2 |
|
Lighthouse Wealth Management LLC
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|
PA | 0.2 |
|
Keystone Financial Group Inc
✚
|
GA | 0.2 |
|
Beacon Financial Advisors Inc
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|
NY | 0.2 |
|
Biddle Capital Management Inc
✚
|
DE | 0.2 |
|
Summit Financial Advisors Inc
✚
|
OH | 0.2 |
|
Goalfusion Wealth Management LLC
✚
|
0.2 | |
|
Lee-Kelleher Wealth Management
✚
|
0.2 |