American Retirement Advisors, Inc.
CRD 284112SEC# 801-137630Metamora, MI
No longer SEC-registered. American Retirement Advisors, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$117M
Employees
2
Accounts
906
Location
Metamora, MI
American Retirement Advisors, Inc. assets under management
American Retirement Advisors, Inc. is an SEC-registered investment adviser based in Metamora, MI. It reports $117 million in regulatory assets under management and employs 2 people.
American Retirement Advisors, Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Nicholas Vitale Control | Chief Compliance Officer | Under 5% | 2016 |
| Vitale Intermediate, LLC Control | Owner | Over 75% | 2026 |
| Meraki Holdings, LLC Control | Member | Over 75% | 2025 |
| Meraki Intermediate Holdings, LLC Control | Member | Over 75% | 2025 |
| Meraki Partner Holdings, LLC Control | Co-Owner | 25-50% | 2026 |
| Meraki Private Equity, LLC Control | Member | Over 75% | 2025 |
| Tami Jean Lucius Control | Trustee | — | 2025 |
| The Lucius Family Trust Control | Member | Over 75% | 2025 |
| Vitale Holdco 1, Inc. Control | Co-Owner | 25-50% | 2026 |
| Vitale Holdco 2, Inc. Control | Co-Owner | 25-50% | 2026 |
Frequently asked questions
How much does American Retirement Advisors, Inc. manage?
American Retirement Advisors, Inc. reports $117 million in regulatory assets under management on its Form ADV.
How many employees does American Retirement Advisors, Inc. have?
American Retirement Advisors, Inc. reports 2 employees.
Where is American Retirement Advisors, Inc. located?
American Retirement Advisors, Inc. is based in Metamora, MI.
Does American Retirement Advisors, Inc. disclose fund performance?
American Retirement Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3778 S. Lapeer Rd., Metamora, MI 48455 |
| Office hours | M-Th 9-5 F 9 -1 |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$117Mregulatory AUM
Discretionary $117MNon-discretionary $5K