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TAURUM RETIREMENT PARTNERS, LLC
CRD 282017 · SEC 801-130407
1921 S ALMA SCHOOL ROAD SUITE 308, MESA, AZ, 85210, United States
Phone
480-626-2501
Fax
480-895-1999
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$155.9M
Discretionary AUM
$154.0M
Team
2 total employees; 2 advisory reps; 6 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; REFERRAL/SOLICITOR FEES
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $23.9M |
| High net worth individuals | 51 | $120.7M |
States served
AZ, UT, TX
All web addresses on file
Official SEC filing: View on IAPD