Van Leeuwen Retirement & Investment Services
Van Leeuwen Retirement & Investment Services is an SEC-registered mass-market adviser in Richmond, KY with $559.4M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Van Leeuwen Retirement & Investment Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289463, SEC 801-111092, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $559.4M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Richmond, KY
- Employees
- 3
- Clients
- 705
- CRD
- 289463
- Ownership
- VANLEEUWEN, MARK, DENNIS; ARNOLD, KRISTOFFER, DOUGLAS; Van Leeuwen, Julia, A; Van Leeuwen, Sarah, M; Van Leeuwen, Mark, A
How much AUM does Van Leeuwen Retirement & Investment Services have?
Van Leeuwen Retirement & Investment Services reported $559.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Van Leeuwen Retirement & Investment Services?
Disclosed owners and executives of Van Leeuwen Retirement & Investment Services include VANLEEUWEN, MARK, DENNIS, ARNOLD, KRISTOFFER, DOUGLAS, Van Leeuwen, Julia, A, Van Leeuwen, Sarah, M, Van Leeuwen, Mark, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.