Approach Retirement Advisors, LLC
Approach Retirement Advisors, LLC is an SEC-registered wealth manager in Birmingham, AL with $227.5M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Approach Retirement Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166221, SEC 801-121714, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $227.5M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Birmingham, AL
- Employees
- 2
- Clients
- 144
- CRD
- 166221
- Ownership
- MCCLAIN, ERIC, JASON; WALKER, PHILLIP, BRITTAIN
How much AUM does Approach Retirement Advisors, LLC have?
Approach Retirement Advisors, LLC reported $227.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Approach Retirement Advisors, LLC?
Disclosed owners and executives of Approach Retirement Advisors, LLC include MCCLAIN, ERIC, JASON, WALKER, PHILLIP, BRITTAIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.