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| Keyboard |
| Ideal Retirement Solutions LLC
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|---|---|
| CRD # | 333393 |
| SEC # | 801-134255 |
| CIK # | |
| AUM | 123.5 M (2026-04-30) |
| Employees | 8 (50% 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) | 214 | 51.3 |
| (b) Individuals (high net worth individuals) | 97 | 72.2 |
| (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 | 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 | 594 | 123.5 |
| By Discretionary | ||
| Discretionary | 594 | 123.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 594 | 123.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.5 | |
| Total | 594 | 123.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Agilis Investment Management LLC
✚
|
CT | 123.8 M |
|
TQM Wealth Partners LLC
✚
|
MA | 123.7 M |
|
Greenleaf Financial Network LLC
✚
|
123.7 M | |
|
Cosey Financial Services Inc
✚
|
TN | 123.7 M |
|
Fitzwilliams Wealth Management Inc
✚
|
VA | 123.5 M |
|
Daly Investment Management LLC
✚
|
IL | 123.5 M |
|
Zuckerman Capital Management LLC
✚
|
CA | 123.5 M |
|
Gallagher Wealth Management Inc
✚
|
CA | 123.5 M |
|
Integra Financial Inc
✚
|
CO | 123.4 M |
|
Dewitt Investment Research & Management Inc
✚
|
PA | 123.2 M |