Deane Retirement Strategies, Inc.
Deane Retirement Strategies, Inc. is an SEC-registered wealth manager in New Orleans, LA with $250.7M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Deane Retirement Strategies, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127096, SEC 801-68307, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $250.7M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- New Orleans, LA
- Employees
- 5
- Clients
- 137
- CRD
- 127096
- Ownership
- DEANE, LINDA, LABORDE; DEANE, ROBERT, BRYAN; DEANE, KEITH, LABORDE; TILLERY, TODD, CULLEN
How much AUM does Deane Retirement Strategies, Inc. have?
Deane Retirement Strategies, Inc. reported $250.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Deane Retirement Strategies, Inc.?
Disclosed owners and executives of Deane Retirement Strategies, Inc. include DEANE, LINDA, LABORDE, DEANE, ROBERT, BRYAN, DEANE, KEITH, LABORDE, TILLERY, TODD, CULLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.