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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ideal Retirement Solutions LLC
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|---|---|
| CRD # | 333393 |
| SEC # | 801-134255 |
| CIK # | |
| AUM | $101.4 M (2025-07-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 941-876-8985 |
| Address | 17896 Toledo Blade Blvd Port Charlotte, FL 33948 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 172 | 52.8 |
| (b) Individuals (high net worth individuals) | 32 | 48.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 520 | 101.4 |
| By Discretionary | ||
| Discretionary | 520 | 101.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 520 | 101.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.4 | |
| Total | 520 | 101.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Baker & Yoest Investment Advisers Inc
✚
|
IL | 0.1 |
|
Sandro Wealth Management LLC
✚
|
NJ | 0.1 |
|
Steele Street Capital LLC
✚
|
ME | 0.1 |
|
Ingram Advisory Services LLC
✚
|
FL | 0.1 |
|
Apex Investment Group LLC
✚
|
MA | 0.1 |
|
Statetrust Capital LLC
✚
|
FL | 0.1 |
|
Align Financial LLC
✚
|
MN | 0.1 |
|
Gambit Capital Management LLC
✚
|
0.1 | |
|
Alteris Capital Partners LLC
✚
|
TX | 0.1 |
|
KDM Wealth Management Inc
✚
|
IL | 0.1 |