Merkle Retirement Planning
Merkle Retirement Planning is an SEC-registered mass-market adviser in Grimes, IA with $568.8M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Merkle Retirement Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297942, SEC 801-118564, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $568.8M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Grimes, IA
- Employees
- 30
- Clients
- 1,019
- CRD
- 297942
- Ownership
- MERKLE, LOREN, JAMES; MRP HOLDINGS, INC.
How much AUM does Merkle Retirement Planning have?
Merkle Retirement Planning reported $568.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Merkle Retirement Planning?
Disclosed owners and executives of Merkle Retirement Planning include MERKLE, LOREN, JAMES, MRP HOLDINGS, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.