|
⚲
|
| Retireright LLC
✚
|
|
|---|---|
| CRD # | 300925 |
| SEC # | 801-116809 |
| CIK # | |
| AUM | $658.7 M (2025-04-11) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 515-868-0309 |
| Address | 1200 Valley West Drive West Des Moines, IA 50266 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 43.1 |
| (b) Individuals (high net worth individuals) | 127 | 98.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 41 | 513.8 |
| (h) Charitable organizations | 4 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 562 | 658.7 |
| By Discretionary | ||
| Discretionary | 517 | 144.9 |
| Non-Discretionary | 45 | 513.8 |
| Total | 562 | 658.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 658.7 | |
| Total | 562 | 658.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rogan & Associates Inc
✚
|
FL | 0.7 |
|
Greenup Street Wealth Management LLC
✚
|
KS | 0.7 |
|
Augustine Asset Management Inc
✚
|
FL | 0.7 |
|
Walsh & Associates LLC
✚
|
FL | 0.7 |
|
Eagle Rock Investment Company LLC
✚
|
GA | 0.7 |
|
Hurlow Wealth Management Group Inc
✚
|
IN | 0.7 |
|
Hi-Line Capital Management LLC
✚
|
SD | 0.7 |
|
Excalibur Management Corp
✚
|
MA | 0.7 |
|
Running Point Capital Advisors LLC
✚
|
CA | 0.7 |
|
Navalign LLC
✚
|
CA | 0.7 |