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4/26 RETIREMENT INCOME PLANNING & WEALTH MANAGEMENT, LLC
CRD 312258
1510 FD ROOSEVELT AVE, SUITE 302A, GUAYNABO, PR, 00968, United States
Phone
787-919-7788
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$27.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $3.4M |
| High net worth individuals | 9 | $6.8M |
| Pension/profit sharing plans | 3 | $1.3M |
| Corporations/business entities | 7 | $15.9M |
Official SEC filing: View on IAPD