RETIREWELL PLANS, LLC
Legal name: RETIREWELL PLANS
CRD #327320 SEC #801-128352 MELVILLE, NY 631-559-3404
SEC Registered
Total AUM
$37.2M
Discretionary
$11.3M
Employees
1
Clients
--
Accounts
226
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $34.3M | $9.9M | $24.4M | 1 | 0 |
| Nov 2023 | $37.2M | $11.3M | $25.9M | 1 | 0 |
| Oct 2023 | $37.2M | $11.3M | $25.9M | 1 | 0 |
| Jul 2023 | $0 | $0 | $0 | 1 | 0 |
| Jun 2023 | $0 | $0 | $0 | 1 | 0 |
| Jun 2023 | $0 | $0 | $0 | 1 | 0 |
DateMar 2024
Total AUM$34.3M
Discretionary$9.9M
Non-Disc.$24.4M
Employees1
Clients0
DateNov 2023
Total AUM$37.2M
Discretionary$11.3M
Non-Disc.$25.9M
Employees1
Clients0
DateOct 2023
Total AUM$37.2M
Discretionary$11.3M
Non-Disc.$25.9M
Employees1
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0