RETIRERIGHT, LLC
Legal name: RETIRERIGHT CONSULTING GROUP
CRD #300925 SEC #801-116809 WEST DES MOINES, IA 515-868-0309
SEC Registered
Total AUM
$658.7M
Discretionary
$144.9M
Employees
4
Clients
0
Accounts
562
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $658.7M | $144.9M | $513.8M | 4 | 0 |
| Apr 2025 | $658.7M | $144.9M | $513.8M | 4 | 0 |
| Mar 2025 | $658.7M | $144.9M | $513.8M | 4 | 0 |
| Jul 2024 | $585.8M | $115.8M | $470M | 4 | 0 |
| Jul 2024 | $585.8M | $115.8M | $470M | 4 | 0 |
| Feb 2024 | $585.8M | $115.8M | $470M | 4 | 0 |
| Apr 2023 | $504.5M | $111.7M | $392.9M | 4 | 0 |
| Dec 2022 | $599.4M | $106.9M | $492.5M | 4 | 0 |
| Nov 2022 | $599.4M | $106.9M | $492.5M | 4 | 0 |
| Mar 2022 | $599.4M | $106.9M | $492.5M | 4 | 0 |
| Apr 2021 | $509.7M | $93M | $416.7M | 4 | 0 |
| Mar 2021 | $509.7M | $93M | $416.7M | 4 | 0 |
| Jan 2021 | $456.1M | $72.3M | $383.8M | 4 | 0 |
| Jan 2021 | $456.1M | $72.3M | $383.8M | 4 | 0 |
| Nov 2020 | $456.1M | $72.3M | $383.8M | 4 | 0 |
| Jun 2020 | $456.1M | $72.3M | $383.8M | 4 | 0 |
| Mar 2020 | $456.1M | $72.3M | $383.8M | 4 | 0 |
| Sep 2019 | $135.9M | $134.8M | $1.1M | 4 | 0 |
DateSep 2025
Total AUM$658.7M
Discretionary$144.9M
Non-Disc.$513.8M
Employees4
Clients0
DateApr 2025
Total AUM$658.7M
Discretionary$144.9M
Non-Disc.$513.8M
Employees4
Clients0
DateMar 2025
Total AUM$658.7M
Discretionary$144.9M
Non-Disc.$513.8M
Employees4
Clients0
DateJul 2024
Total AUM$585.8M
Discretionary$115.8M
Non-Disc.$470M
Employees4
Clients0
DateJul 2024
Total AUM$585.8M
Discretionary$115.8M
Non-Disc.$470M
Employees4
Clients0
DateFeb 2024
Total AUM$585.8M
Discretionary$115.8M
Non-Disc.$470M
Employees4
Clients0
DateApr 2023
Total AUM$504.5M
Discretionary$111.7M
Non-Disc.$392.9M
Employees4
Clients0
DateDec 2022
Total AUM$599.4M
Discretionary$106.9M
Non-Disc.$492.5M
Employees4
Clients0
DateNov 2022
Total AUM$599.4M
Discretionary$106.9M
Non-Disc.$492.5M
Employees4
Clients0
DateMar 2022
Total AUM$599.4M
Discretionary$106.9M
Non-Disc.$492.5M
Employees4
Clients0
DateApr 2021
Total AUM$509.7M
Discretionary$93M
Non-Disc.$416.7M
Employees4
Clients0
DateMar 2021
Total AUM$509.7M
Discretionary$93M
Non-Disc.$416.7M
Employees4
Clients0
DateJan 2021
Total AUM$456.1M
Discretionary$72.3M
Non-Disc.$383.8M
Employees4
Clients0
DateJan 2021
Total AUM$456.1M
Discretionary$72.3M
Non-Disc.$383.8M
Employees4
Clients0
DateNov 2020
Total AUM$456.1M
Discretionary$72.3M
Non-Disc.$383.8M
Employees4
Clients0
DateJun 2020
Total AUM$456.1M
Discretionary$72.3M
Non-Disc.$383.8M
Employees4
Clients0
DateMar 2020
Total AUM$456.1M
Discretionary$72.3M
Non-Disc.$383.8M
Employees4
Clients0
DateSep 2019
Total AUM$135.9M
Discretionary$134.8M
Non-Disc.$1.1M
Employees4
Clients0