Retire Agile
Retire Agile is an SEC-registered wealth manager in Hermantown, MN with $433.7M assets under management (AUM, regulatory AUM), +327% over one year. See who owns Retire Agile: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309238, SEC 801-132137, data through 2026-04-21.
- AUM (assets under management / regulatory AUM)
- $433.7M (2026-04-21)
- Firm type
- Wealth Manager
- Location
- Hermantown, MN
- Employees
- 5
- Clients
- 188
- CRD
- 309238
- Ownership
- WHITNEY, ROGER, PATRICK; NICHOLS, TANYA, LYNN
How much AUM does Retire Agile have?
Retire Agile reported $433.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-21).
Who owns Retire Agile?
Disclosed owners and executives of Retire Agile include WHITNEY, ROGER, PATRICK, NICHOLS, TANYA, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.