ELITE RETIREMENT PLANNING, LLC
Legal name: MERKLE RETIREMENT PLANNING
CRD #297942 SEC #801-118564 GRIMES, IA 515-278-4110
SEC Registered
Total AUM
$428.5M
Discretionary
$428.5M
Employees
30
Clients
10
Accounts
2,475
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $428.5M | $428.5M | $0 | 30 | 2 |
| Mar 2024 | $334.8M | $334.8M | $0 | 16 | 2 |
| Mar 2024 | $334.8M | $334.8M | $0 | 16 | 2 |
| Mar 2023 | $260.6M | $260.6M | $0 | 16 | 2 |
| Sep 2022 | $223.8M | $223.8M | $0 | 16 | 2 |
| Mar 2022 | $223.8M | $223.8M | $0 | 16 | 2 |
| Mar 2022 | $223.8M | $223.8M | $0 | 16 | 2 |
| Mar 2022 | $223.8M | $223.8M | $0 | 17 | 2 |
| Mar 2021 | $186.3M | $186.3M | $0 | 17 | 2 |
| Mar 2021 | $186.3M | $186.3M | $0 | 17 | 2 |
| Jun 2020 | $141.3M | $141.3M | $0 | 17 | 2 |
| May 2020 | $141.3M | $141.3M | $0 | 17 | 2 |
| Mar 2020 | $141.3M | $141.3M | $0 | 17 | 2 |
DateMar 2025
Total AUM$428.5M
Discretionary$428.5M
Non-Disc.$0
Employees30
Clients2
DateMar 2024
Total AUM$334.8M
Discretionary$334.8M
Non-Disc.$0
Employees16
Clients2
DateMar 2024
Total AUM$334.8M
Discretionary$334.8M
Non-Disc.$0
Employees16
Clients2
DateMar 2023
Total AUM$260.6M
Discretionary$260.6M
Non-Disc.$0
Employees16
Clients2
DateSep 2022
Total AUM$223.8M
Discretionary$223.8M
Non-Disc.$0
Employees16
Clients2
DateMar 2022
Total AUM$223.8M
Discretionary$223.8M
Non-Disc.$0
Employees16
Clients2
DateMar 2022
Total AUM$223.8M
Discretionary$223.8M
Non-Disc.$0
Employees16
Clients2
DateMar 2022
Total AUM$223.8M
Discretionary$223.8M
Non-Disc.$0
Employees17
Clients2
DateMar 2021
Total AUM$186.3M
Discretionary$186.3M
Non-Disc.$0
Employees17
Clients2
DateMar 2021
Total AUM$186.3M
Discretionary$186.3M
Non-Disc.$0
Employees17
Clients2
DateJun 2020
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees17
Clients2
DateMay 2020
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees17
Clients2
DateMar 2020
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees17
Clients2