THE RETIREMENT SOLUTION LLC
CRD #148106 SEC #801-113783 REDMOND, WA 425-558-3700
SEC Registered
Total AUM
$573.3M
Discretionary
$573.3M
Employees
33
Clients
--
Accounts
2,888
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $573.3M | $573.3M | $0 | 33 | 108 |
| Nov 2024 | $475.3M | $475.3M | $0 | 31 | 93 |
| Oct 2024 | $475.3M | $475.3M | $0 | 31 | 93 |
| Jun 2024 | $475.3M | $475.3M | $0 | 31 | 93 |
| Apr 2024 | $475.3M | $475.3M | $0 | 33 | 93 |
| Mar 2024 | $475.3M | $475.3M | $0 | 34 | 93 |
| Dec 2023 | $397M | $397M | $0 | 36 | 23 |
| Nov 2023 | $397M | $397M | $0 | 34 | 23 |
| Oct 2023 | $397M | $397M | $0 | 33 | 23 |
| Jul 2023 | $397M | $397M | $0 | 34 | 23 |
| Jun 2023 | $397M | $397M | $0 | 34 | 23 |
| May 2023 | $397M | $397M | $0 | 34 | 23 |
| May 2023 | $397M | $397M | $0 | 35 | 23 |
| May 2023 | $397M | $397M | $0 | 35 | 23 |
| Dec 2022 | $397M | $397M | $0 | 30 | 23 |
| Nov 2022 | $466.1M | $466.1M | $0 | 30 | 6 |
| Sep 2022 | $466.1M | $466.1M | $0 | 30 | 6 |
| Aug 2022 | $466.1M | $466.1M | $0 | 31 | 6 |
| Aug 2022 | $466.1M | $466.1M | $0 | 30 | 6 |
| May 2022 | $466.1M | $466.1M | $0 | 30 | 6 |
| Feb 2022 | $466.1M | $466.1M | $0 | 26 | 6 |
| Jan 2022 | $466.1M | $466.1M | $0 | 26 | 6 |
| Dec 2021 | $466.1M | $466.1M | $0 | 27 | 6 |
| Oct 2021 | $262.7M | $262.7M | $0 | 27 | 0 |
| Aug 2021 | $262.7M | $262.7M | $0 | 27 | 0 |
| Jun 2021 | $262.7M | $262.7M | $0 | 28 | 0 |
| May 2021 | $262.7M | $262.7M | $0 | 28 | 0 |
| Apr 2021 | $262.7M | $262.7M | $0 | 28 | 0 |
| Feb 2021 | $262.7M | $262.7M | $0 | 28 | 0 |
| Dec 2020 | $262.7M | $262.7M | $0 | 28 | 0 |
| Oct 2020 | $197.3M | $194.8M | $2.5M | 28 | 171 |
| Oct 2020 | $197.3M | $194.8M | $2.5M | 29 | 171 |
| Jul 2020 | $197.3M | $194.8M | $2.5M | 30 | 171 |
| Jun 2020 | $197.3M | $194.8M | $2.5M | 30 | 171 |
| Mar 2020 | $197.3M | $194.8M | $2.5M | 29 | 171 |
| Dec 2019 | $197.3M | $194.8M | $2.5M | 29 | 171 |
| Oct 2019 | $156M | $156M | $0 | 28 | 97 |
| Jul 2019 | $156M | $156M | $0 | 29 | 97 |
| Jul 2019 | $156M | $156M | $0 | 29 | 97 |
| Jul 2019 | $156M | $156M | $0 | 29 | 97 |
| Jul 2019 | $156M | $156M | $0 | 28 | 97 |
| May 2019 | $156M | $156M | $0 | 28 | 97 |
| Apr 2019 | $156M | $156M | $0 | 29 | 97 |
| Mar 2019 | $156M | $156M | $0 | 28 | 97 |
| Mar 2019 | $156M | $156M | $0 | 28 | 97 |
| Feb 2019 | $124M | $124M | $0 | 26 | 145 |
| Sep 2018 | $124M | $124M | $0 | 25 | 145 |
| Jul 2018 | $124M | $124M | $0 | 25 | 145 |
| Jul 2018 | $124M | $124M | $0 | 25 | 145 |
| Dec 2011 | $16.5M | $16.5M | $0 | 1 | 101 |
| Nov 2011 | $16.5M | $16.5M | $0 | 1 | 101 |
| Nov 2011 | $16.5M | $16.5M | $0 | 1 | 101 |
| Aug 2011 | $16.6M | $12.6M | $4M | 5 | -- |
| Aug 2011 | $16.6M | $12.6M | $4M | 5 | -- |
| Aug 2011 | $16.6M | $12.6M | $4M | 5 | -- |
| Jul 2011 | $16.6M | $12.6M | $4M | 5 | -- |
| Jul 2011 | $16.6M | $12.6M | $4M | 5 | -- |
| Jun 2011 | $16.6M | $12.6M | $4M | 5 | -- |
| May 2011 | $16.6M | $12.6M | $4M | 5 | -- |
| May 2011 | $16.6M | $12.6M | $4M | 5 | -- |
| Mar 2011 | $16.6M | $12.6M | $4M | 5 | -- |
| Feb 2011 | $16.6M | $12.6M | $4M | 5 | -- |
| Feb 2011 | $16.6M | $12.6M | $4M | 5 | -- |
| Dec 2010 | $26.6M | $8M | $18.6M | 5 | -- |
| Jul 2009 | $94M | $92M | $2M | 5 | -- |
DateMar 2025
Total AUM$573.3M
Discretionary$573.3M
Non-Disc.$0
Employees33
Clients108
DateNov 2024
Total AUM$475.3M
Discretionary$475.3M
Non-Disc.$0
Employees31
Clients93
DateOct 2024
Total AUM$475.3M
Discretionary$475.3M
Non-Disc.$0
Employees31
Clients93
DateJun 2024
Total AUM$475.3M
Discretionary$475.3M
Non-Disc.$0
Employees31
Clients93
DateApr 2024
Total AUM$475.3M
Discretionary$475.3M
Non-Disc.$0
Employees33
Clients93
DateMar 2024
Total AUM$475.3M
Discretionary$475.3M
Non-Disc.$0
Employees34
Clients93
DateDec 2023
Total AUM$397M
Discretionary$397M
Non-Disc.$0
Employees36
Clients23
DateNov 2023
Total AUM$397M
Discretionary$397M
Non-Disc.$0
Employees34
Clients23
DateOct 2023
Total AUM$397M
Discretionary$397M
Non-Disc.$0
Employees33
Clients23
DateJul 2023
Total AUM$397M
Discretionary$397M
Non-Disc.$0
Employees34
Clients23
DateJun 2023
Total AUM$397M
Discretionary$397M
Non-Disc.$0
Employees34
Clients23
DateMay 2023
Total AUM$397M
Discretionary$397M
Non-Disc.$0
Employees34
Clients23
DateMay 2023
Total AUM$397M
Discretionary$397M
Non-Disc.$0
Employees35
Clients23
DateMay 2023
Total AUM$397M
Discretionary$397M
Non-Disc.$0
Employees35
Clients23
DateDec 2022
Total AUM$397M
Discretionary$397M
Non-Disc.$0
Employees30
Clients23
DateNov 2022
Total AUM$466.1M
Discretionary$466.1M
Non-Disc.$0
Employees30
Clients6
DateSep 2022
Total AUM$466.1M
Discretionary$466.1M
Non-Disc.$0
Employees30
Clients6
DateAug 2022
Total AUM$466.1M
Discretionary$466.1M
Non-Disc.$0
Employees31
Clients6
DateAug 2022
Total AUM$466.1M
Discretionary$466.1M
Non-Disc.$0
Employees30
Clients6
DateMay 2022
Total AUM$466.1M
Discretionary$466.1M
Non-Disc.$0
Employees30
Clients6
DateFeb 2022
Total AUM$466.1M
Discretionary$466.1M
Non-Disc.$0
Employees26
Clients6
DateJan 2022
Total AUM$466.1M
Discretionary$466.1M
Non-Disc.$0
Employees26
Clients6
DateDec 2021
Total AUM$466.1M
Discretionary$466.1M
Non-Disc.$0
Employees27
Clients6
DateOct 2021
Total AUM$262.7M
Discretionary$262.7M
Non-Disc.$0
Employees27
Clients0
DateAug 2021
Total AUM$262.7M
Discretionary$262.7M
Non-Disc.$0
Employees27
Clients0
DateJun 2021
Total AUM$262.7M
Discretionary$262.7M
Non-Disc.$0
Employees28
Clients0
DateMay 2021
Total AUM$262.7M
Discretionary$262.7M
Non-Disc.$0
Employees28
Clients0
DateApr 2021
Total AUM$262.7M
Discretionary$262.7M
Non-Disc.$0
Employees28
Clients0
DateFeb 2021
Total AUM$262.7M
Discretionary$262.7M
Non-Disc.$0
Employees28
Clients0
DateDec 2020
Total AUM$262.7M
Discretionary$262.7M
Non-Disc.$0
Employees28
Clients0
DateOct 2020
Total AUM$197.3M
Discretionary$194.8M
Non-Disc.$2.5M
Employees28
Clients171
DateOct 2020
Total AUM$197.3M
Discretionary$194.8M
Non-Disc.$2.5M
Employees29
Clients171
DateJul 2020
Total AUM$197.3M
Discretionary$194.8M
Non-Disc.$2.5M
Employees30
Clients171
DateJun 2020
Total AUM$197.3M
Discretionary$194.8M
Non-Disc.$2.5M
Employees30
Clients171
DateMar 2020
Total AUM$197.3M
Discretionary$194.8M
Non-Disc.$2.5M
Employees29
Clients171
DateDec 2019
Total AUM$197.3M
Discretionary$194.8M
Non-Disc.$2.5M
Employees29
Clients171
DateOct 2019
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees28
Clients97
DateJul 2019
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees29
Clients97
DateJul 2019
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees29
Clients97
DateJul 2019
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees29
Clients97
DateJul 2019
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees28
Clients97
DateMay 2019
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees28
Clients97
DateApr 2019
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees29
Clients97
DateMar 2019
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees28
Clients97
DateMar 2019
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees28
Clients97
DateFeb 2019
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees26
Clients145
DateSep 2018
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees25
Clients145
DateJul 2018
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees25
Clients145
DateJul 2018
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees25
Clients145
DateDec 2011
Total AUM$16.5M
Discretionary$16.5M
Non-Disc.$0
Employees1
Clients101
DateNov 2011
Total AUM$16.5M
Discretionary$16.5M
Non-Disc.$0
Employees1
Clients101
DateNov 2011
Total AUM$16.5M
Discretionary$16.5M
Non-Disc.$0
Employees1
Clients101
DateAug 2011
Total AUM$16.6M
Discretionary$12.6M
Non-Disc.$4M
Employees5
Clients--
DateAug 2011
Total AUM$16.6M
Discretionary$12.6M
Non-Disc.$4M
Employees5
Clients--
DateAug 2011
Total AUM$16.6M
Discretionary$12.6M
Non-Disc.$4M
Employees5
Clients--
DateJul 2011
Total AUM$16.6M
Discretionary$12.6M
Non-Disc.$4M
Employees5
Clients--
DateJul 2011
Total AUM$16.6M
Discretionary$12.6M
Non-Disc.$4M
Employees5
Clients--
DateJun 2011
Total AUM$16.6M
Discretionary$12.6M
Non-Disc.$4M
Employees5
Clients--
DateMay 2011
Total AUM$16.6M
Discretionary$12.6M
Non-Disc.$4M
Employees5
Clients--
DateMay 2011
Total AUM$16.6M
Discretionary$12.6M
Non-Disc.$4M
Employees5
Clients--
DateMar 2011
Total AUM$16.6M
Discretionary$12.6M
Non-Disc.$4M
Employees5
Clients--
DateFeb 2011
Total AUM$16.6M
Discretionary$12.6M
Non-Disc.$4M
Employees5
Clients--
DateFeb 2011
Total AUM$16.6M
Discretionary$12.6M
Non-Disc.$4M
Employees5
Clients--
DateDec 2010
Total AUM$26.6M
Discretionary$8M
Non-Disc.$18.6M
Employees5
Clients--
DateJul 2009
Total AUM$94M
Discretionary$92M
Non-Disc.$2M
Employees5
Clients--