RETIREMENT WEALTH SOLUTIONS LLC
Firm details
- Headquarters
- MARSHFIELD, Wisconsin
- CRD number
- 317253
- Registered since
- February 20, 2024
- Website
- www.retirews.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.04%
- Individuals14.68%
- Corporations / Businesses0.26%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Retirement Wealth Solutions LLC is an independent, individually owned registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm focuses on individual and family clients and combines financial planning and portfolio management for individuals and small businesses with activities as an insurance broker. Its billing options include a percentage-of-AUM fee model as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor, does not act as a capital allocator, and is not reported as a multistate or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Other3%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Contacts
3 of 3ALLI SCHOENGARTH
Investment Advisor RepresentativeCRD 8045714
PATRICK GALL
PresidentCRD 5118752
WILLIAM HEITING
AgentCRD 1156475
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$158M in ETFs
86%
$136M
10%
$22.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $24.7M | 41,364 | 15.63% |
Location
MARSHFIELD, WI
WOOD
Location
MARSHFIELD, WI
Headquartered in MARSHFIELD, WI, anchoring the Wausau-Stevens Point-Wisconsin Rapids, WI metro in the Midwest.
- Metro area
- Wausau-Stevens Point-Wisconsin Rapids, WI
- Region
- Midwest
- County
- WOOD
- Address
- 110 E 2nd St
- Time zone
- CT (UTC-6)
- Office locations
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