APPROACH RETIREMENT ADVISORS, LLC
CRD #166221 SEC #801-121714 BIRMINGHAM, AL (205) 588-8637
SEC Registered
Total AUM
$199.4M
Discretionary
$199.4M
Employees
2
Clients
0
Accounts
546
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $199.4M | $199.4M | $0 | 2 | 0 |
| Mar 2025 | $199.4M | $199.4M | $0 | 2 | 0 |
| Mar 2024 | $173.6M | $173.6M | $0 | 2 | 0 |
| Mar 2023 | $153.4M | $150.6M | $2.8M | 2 | 0 |
| Mar 2022 | $165M | $65.1M | $100M | 2 | 1 |
| Mar 2022 | $165M | $65.1M | $100M | 2 | 1 |
| Aug 2021 | $158.1M | $56.8M | $101.3M | 2 | 0 |
| Jun 2021 | $100M | $0 | $100M | 1 | 0 |
DateSep 2025
Total AUM$199.4M
Discretionary$199.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$199.4M
Discretionary$199.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$173.6M
Discretionary$173.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$153.4M
Discretionary$150.6M
Non-Disc.$2.8M
Employees2
Clients0
DateMar 2022
Total AUM$165M
Discretionary$65.1M
Non-Disc.$100M
Employees2
Clients1
DateMar 2022
Total AUM$165M
Discretionary$65.1M
Non-Disc.$100M
Employees2
Clients1
DateAug 2021
Total AUM$158.1M
Discretionary$56.8M
Non-Disc.$101.3M
Employees2
Clients0
DateJun 2021
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees1
Clients0