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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GALL, PATRICK, JOHN | I | MANAGING PRINCIPAL / CCO | E | Control |
| GALL, PATRICK, JOHN | I | MANAGING PRINCIPAL / CCO | E | Control |
| GALL, PATRICK, JOHN | I | MANAGING PRINCIPAL / CCO | E | Control |
| GALL, PATRICK, JOHN | I | MANAGING PRINCIPAL / CCO | E | Control |
Registrations
Federal
IA
Feb 3, 2025 REGISTERED
Notice Filings (3)
NH TX WI
Address
110 EAST 2ND STREETMARSHFIELD, WI 54449
United States
Phone: 715-384-5481