|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Retirement Wealth Solutions LLC
✚
|
|
|---|---|
| CRD # | 317253 |
| SEC # | 801-129528 |
| CIK # | 0002044741 |
| AUM | $175.8 M (2025-02-03) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 715-384-5481 |
| Address | 110 East 2nd Street Marshfield, WI 54449 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 38.9 |
| (b) Individuals (high net worth individuals) | 64 | 136.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 539 | 175.8 |
| By Discretionary | ||
| Discretionary | 539 | 175.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 539 | 175.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.8 | |
| Total | 539 | 175.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002044741] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Campbell Financial Partners LLC
✚
|
FL | 0.2 |
|
Forness Financial LLC
✚
|
MA | 0.2 |
|
Intrinsic Value Partners LLC
✚
|
AZ | 0.2 |
|
Chronos Capital Advisors LLC
✚
|
FL | 0.2 |
|
Kowalski Financial Inc
✚
|
MN | 0.2 |
|
Bradyco Inc
✚
|
0.2 | |
|
Cannon Beach Consultants Inc
✚
|
CA | 0.2 |
|
Boardwalk Financial Strategies LLC
✚
|
WI | 0.2 |
|
Tandem Investment Partners LLC
✚
|
NJ | 0.2 |
|
Lake Hills Wealth Management LLC
✚
|
TX | 0.2 |