RETIREMENT FINANCIAL SOLUTIONS, LLC
Legal name: BLUE RIDGE WEALTH PLANNERS
CRD #285347 SEC #801-123504 KNOXVILLE, TN 865-392-4260
SEC Registered
Total AUM
$275.7M
Discretionary
$275.7M
Employees
20
Clients
0
Accounts
723
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $275.7M | $275.7M | $0 | 20 | 0 |
| Jul 2025 | $275.7M | $275.7M | $0 | 20 | 0 |
| Mar 2025 | $275.7M | $275.7M | $0 | 20 | 0 |
| Jan 2025 | $201.2M | $201.2M | $0 | 22 | 0 |
| Mar 2024 | $201.2M | $201.2M | $0 | 22 | 0 |
| Mar 2024 | $201.2M | $201.2M | $0 | 22 | 0 |
| Oct 2023 | $149.4M | $149.4M | $0 | 22 | 0 |
| Mar 2023 | $149.4M | $149.4M | $0 | 22 | 0 |
| Apr 2022 | $117.5M | $117.5M | $0 | 17 | 0 |
| Mar 2022 | $117.5M | $117.5M | $0 | 17 | 0 |
| Feb 2022 | $117.5M | $117.5M | $0 | 17 | 0 |
DateNov 2025
Total AUM$275.7M
Discretionary$275.7M
Non-Disc.$0
Employees20
Clients0
DateJul 2025
Total AUM$275.7M
Discretionary$275.7M
Non-Disc.$0
Employees20
Clients0
DateMar 2025
Total AUM$275.7M
Discretionary$275.7M
Non-Disc.$0
Employees20
Clients0
DateJan 2025
Total AUM$201.2M
Discretionary$201.2M
Non-Disc.$0
Employees22
Clients0
DateMar 2024
Total AUM$201.2M
Discretionary$201.2M
Non-Disc.$0
Employees22
Clients0
DateMar 2024
Total AUM$201.2M
Discretionary$201.2M
Non-Disc.$0
Employees22
Clients0
DateOct 2023
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees22
Clients0
DateMar 2023
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees22
Clients0
DateApr 2022
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees17
Clients0
DateMar 2022
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees17
Clients0
DateFeb 2022
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees17
Clients0