RETIREMENT WEALTH SOLUTIONS LLC
CRD #317253 SEC #801-129528 MARSHFIELD, WI 715-384-5481
SEC Registered
Total AUM
$175.8M
Discretionary
$175.8M
Employees
3
Clients
0
Accounts
539
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $175.8M | $175.8M | $0 | 3 | 0 |
| Sep 2024 | $140.7M | $140.7M | $0 | 3 | 0 |
| Aug 2024 | $140.7M | $140.7M | $0 | 3 | 0 |
| Jan 2024 | $140.7M | $140.7M | $0 | 3 | 0 |
DateFeb 2025
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees3
Clients0
DateSep 2024
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees3
Clients0
DateAug 2024
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees3
Clients0