Retirement Wealth Solutions LLC
Retirement Wealth Solutions LLC is an SEC-registered wealth manager in Marshfield, WI with $227.0M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Retirement Wealth Solutions LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317253, SEC 801-129528, data through 2026-02-03.
- AUM (assets under management / regulatory AUM)
- $227.0M (2026-02-03)
- Firm type
- Wealth Manager
- Location
- Marshfield, WI
- Employees
- 4
- Clients
- 188
- CRD
- 317253
- Ownership
- GALL, PATRICK, JOHN
How much AUM does Retirement Wealth Solutions LLC have?
Retirement Wealth Solutions LLC reported $227.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-03).
Who owns Retirement Wealth Solutions LLC?
Disclosed owners and executives of Retirement Wealth Solutions LLC include GALL, PATRICK, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.