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| Keyboard |
| Retireright LLC
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|---|---|
| CRD # | 300925 |
| SEC # | 801-116809 |
| CIK # | |
| AUM | 561.1 M (2026-03-27) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 515-868-0309 |
| Address | 1200 Valley West Drive West Des Moines, IA 50266 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 289 | 60.0 |
| (b) Individuals (high net worth individuals) | 166 | 153.3 |
| (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 | 38 | 345.4 |
| (h) Charitable organizations | 5 | 2.4 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 733 | 561.1 |
| By Discretionary | ||
| Discretionary | 698 | 220.7 |
| Non-Discretionary | 35 | 340.4 |
| Total | 733 | 561.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 561.1 | |
| Total | 733 | 561.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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|
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|
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|
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MO | 560.7 M |
|
Melia Group LLC
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|
A & I Financial Services LLC
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|
CO | 560.0 M |
|
QP Consulting LLC
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|
MD | 559.6 M |
|
Ocean Path Advisors LLC
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|
CA | 559.5 M |
|
Endeavor Advisors LLC
✚
|
TX | 559.5 M |