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RETIREMENT EVOLUTIONS WEALTH MANAGEMENT LLC
CRD 146931
4578 N FIRST AV. SUITE 120, TUCSON, AZ, 85718, United States
Phone
520-399-6340
Fax
520-888-9751
Registration
— (—)
Source
State registered
Total AUM
$89.6M
Discretionary AUM
$89.6M
Team
5 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 496 | $63.8M |
| High net worth individuals | 21 | $25.4M |
| Charitable organizations | 1 | $401K |
All web addresses on file
Official SEC filing: View on IAPD