Main Line Retirement Advisors, LLC
Main Line Retirement Advisors, LLC is an SEC-registered wealth manager in Whitefish, MT with $448.6M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Main Line Retirement Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284780, SEC 801-108390, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $448.6M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Whitefish, MT
- Employees
- 3
- Clients
- 181
- CRD
- 284780
- Ownership
- Matarazzo, Zachary, Taylor; MATARAZZO, ALFRED, FRANCIS
How much AUM does Main Line Retirement Advisors, LLC have?
Main Line Retirement Advisors, LLC reported $448.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Main Line Retirement Advisors, LLC?
Disclosed owners and executives of Main Line Retirement Advisors, LLC include Matarazzo, Zachary, Taylor, MATARAZZO, ALFRED, FRANCIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.