RETIREMENT WEALTH MANAGEMENT, LLC

Overview

Retirement Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on advising individuals and families, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers and managers. Fees are charged as a percentage of assets under management, and the firm functions as a capital allocator—directing client capital among in-house strategies, separately managed accounts, and third‑party managers. The firm shows a clear orientation toward equity-based portfolios. Exchange‑traded equities represent the dominant exposure across client assets, indicating a preference for liquid, tradable equity instruments and likely use of ETFs and SMAs for core equity allocations. Retirement Wealth Management is not positioned as an ESG investor and does not present as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices