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Retirement Wealth Solutions LLC

● SEC registered since 2024CRD 317253SEC# 801-129528Marshfield, WI
Export (members)
Reg. AUM
$175.8M
Employees
3
Accounts
539
Location
Marshfield, WI

Retirement Wealth Solutions LLC assets under management

Retirement Wealth Solutions LLC is an investment advisory firm registered with the SEC based in Marshfield, WI. The firm has been registered since 2024. It reports $175.8 million in regulatory assets under management and employs 3 people.
www.retirews.comView on SEC.gov ↗

Retirement Wealth Solutions LLC owners & executives

1 reported
NameTitleOwnershipSince
Patrick John Gall ControlManaging Principal / CcoOver 75%2022

Frequently asked questions

How much does Retirement Wealth Solutions LLC manage?

Retirement Wealth Solutions LLC reports $175.8 million in regulatory assets under management on its Form ADV.

How many employees does Retirement Wealth Solutions LLC have?

Retirement Wealth Solutions LLC reports 3 employees.

Where is Retirement Wealth Solutions LLC located?

Retirement Wealth Solutions LLC is based in Marshfield, WI and has been SEC-registered since 2024.

Does Retirement Wealth Solutions LLC disclose fund performance?

Retirement Wealth Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address110 East 2nd Street, Marshfield, WI 54449
Phone715-384-5481
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$175.8M
Non-discretionary$0
Total (RAUM)$175.8M