Ideal Retirement Solutions, LLC
● SEC registered since 2025CRD 333393SEC# 801-134255Port Charlotte, FL
Reg. AUM
$123.5M
Employees
8
Accounts
594
Location
Port Charlotte, FL
Ideal Retirement Solutions, LLC assets under management
Ideal Retirement Solutions, LLC is an investment advisory firm registered with the SEC based in Port Charlotte, FL. The firm has been registered since 2025. It reports $123.5 million in regulatory assets under management and employs 8 people.
Ideal Retirement Solutions, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Corey J Cyr Control | Managing Member And Chief Compliance Officer | 50-75% | 2019 |
| Jeffrey Jozsef Tamas Control | Managing Members | 50-75% | 2019 |
Frequently asked questions
How much does Ideal Retirement Solutions, LLC manage?
Ideal Retirement Solutions, LLC reports $123.5 million in regulatory assets under management on its Form ADV.
How many employees does Ideal Retirement Solutions, LLC have?
Ideal Retirement Solutions, LLC reports 8 employees.
Where is Ideal Retirement Solutions, LLC located?
Ideal Retirement Solutions, LLC is based in Port Charlotte, FL and has been SEC-registered since 2025.
Does Ideal Retirement Solutions, LLC disclose fund performance?
Ideal Retirement Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 17896 Toledo Blade Blvd, Port Charlotte, FL 33948 |
| Phone | (941) 876-8985 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$123.5M▲ 22%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$123.5Mregulatory AUM
Discretionary $123.5M