The Retirement Solution LLC
The Retirement Solution LLC is an SEC-registered mass-market adviser in Redmond, WA with $699.4M assets under management (AUM, regulatory AUM), +22% over one year. See who owns The Retirement Solution LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148106, SEC 801-113783, data through 2026-05-15.
- AUM (assets under management / regulatory AUM)
- $699.4M (2026-05-15)
- Firm type
- Mass-Market Adviser
- Location
- Redmond, WA
- Employees
- 35
- Clients
- 824
- CRD
- 148106
- Ownership
- BLACK, JAMES, LEROY; DECKER, BRIAN, JAMES; SEVIGNY, CARIN, DIANE; SIVAKO LLC; BLACK, THOMAS, ALAN
How much AUM does The Retirement Solution LLC have?
The Retirement Solution LLC reported $699.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-15).
Who owns The Retirement Solution LLC?
Disclosed owners and executives of The Retirement Solution LLC include BLACK, JAMES, LEROY, DECKER, BRIAN, JAMES, SEVIGNY, CARIN, DIANE, SIVAKO LLC, BLACK, THOMAS, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.