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RETIREMENT WEALTH SOLUTIONS LLC

CRD 317253 · SEC 801-129528

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110 EAST 2ND STREET, MARSHFIELD, WI, 54449, United States

Phone

715-384-5481

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$227.0M

Discretionary AUM

$227.0M

Team

4 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals113$33.3M
High net worth individuals75$193.0M

States served

WI, TX, NH

All web addresses on file

Official SEC filing: View on IAPD