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RETIREMENT RESOURCE WEALTH MANAGEMENT, LLC
CRD 328341
3331 OAK RIDGE POND WAY EAST, WEST FARGO, ND, 58078, United States
Phone
701-639-7899
Fax
(701) 639-7394
Registration
— (—)
Source
State registered
Total AUM
$73.5M
Discretionary AUM
$73.5M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 352 | $65.1M |
| High net worth individuals | 5 | $8.4M |
All web addresses on file
- https://www.retirementresourcend.com/
- https://www.facebook.com/retirementresourcend
- https://www.linkedin.com/company/retirement-resource/
- https://podcasts.apple.com/us/podcast/the-retirement-roundtable/id1807128824
- https://open.spotify.com/show/5i45Ir2vVP6oXepKjX8HLm?si=53fe2470b886463f
- https://a.co/d/8LHkcgp
Official SEC filing: View on IAPD