PPrivate Fund Data Log in Join · $37/mo

Retireright, LLC

● SEC registered since 2019CRD 300925SEC# 801-116809West des Moines, IA
Export (members)
Reg. AUM
$658.7M
Employees
4
Accounts
562
Location
West des Moines, IA

Retireright, LLC assets under management

Retireright, LLC is an investment advisory firm registered with the SEC based in West des Moines, IA. The firm has been registered since 2019. It reports $658.7 million in regulatory assets under management and employs 4 people.

Retireright, LLC owners & executives

5 reported
NameTitleOwnershipSince
Brian Ray Ormord ControlManaging Member25-50%2019
Dirk Matthew Dixon ControlManaging Member25-50%2019
Glhc, LLC ControlMember25-50%2019
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Retireright, LLC manage?

Retireright, LLC reports $658.7 million in regulatory assets under management on its Form ADV.

How many employees does Retireright, LLC have?

Retireright, LLC reports 4 employees.

Where is Retireright, LLC located?

Retireright, LLC is based in West des Moines, IA and has been SEC-registered since 2019.

Does Retireright, LLC disclose fund performance?

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

Contact & registration

Address1200 Valley West Drive, Suite 707, West des Moines, IA 50266
Phone515-868-0309
Office hours5-Sep
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$144.9M
Non-discretionary$513.8M
Total (RAUM)$658.7M