Retireright Consulting Group
Retireright Consulting Group is an SEC-registered wealth manager in West Des Moines, IA with $561.1M assets under management (AUM, regulatory AUM), -15% over one year. See who owns Retireright Consulting Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300925, SEC 801-116809, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $561.1M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- West Des Moines, IA
- Employees
- 5
- Clients
- 500
- CRD
- 300925
- Ownership
- DIXON, DIRK, MATTHEW; BROCHU, DENISE, JUNE; ORMORD, BRIAN, RAY; KINNEY, HENRY, DANFORTH; GROMIS, RICHARD, CARL
How much AUM does Retireright Consulting Group have?
Retireright Consulting Group reported $561.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Retireright Consulting Group?
Disclosed owners and executives of Retireright Consulting Group include DIXON, DIRK, MATTHEW, BROCHU, DENISE, JUNE, ORMORD, BRIAN, RAY, KINNEY, HENRY, DANFORTH, GROMIS, RICHARD, CARL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.